A Carter Financial Group team member since Summer of 2011.
Jennifer began working with Carter Financial Group while attending DePaul University and completing a Bachelor’s degree in Accounting.
She helps conduct fund research and comparisons for our model portfolios, and meets with clients for the financial and investment planning process. She also schedules monthly fund company visits in our office.
Jennifer is a CERTIFIED FINANCIAL PLANNER™ practitioner and previously passed the Series 7 and Series 66 securities registrations and holds Life and Health insurance licenses through the state of Illinois.
Jennifer lives in the Barrington/Fox River Grove area with her husband and enjoys cars, cooking, and nature in her free time.