Jennifer is a CFP® with 25 years experience transforming advisory businesses be more profitable and enjoyable. Her proven method of transforming processes, people, and technology have turned practices into thriving businesses. Jennifer's career path included Quality Control specialist at M&T Bank, top rookie at Boston's Smith Barney, Senior Planner at the largest multi family office firm in the 90s, Advisor to angel and venture investors, and Director of Operations at several firms. Jen has been published in Inc Magazine, Tech Tools for Today, Liberated CEO, and spoken at national conferences. Her passion is to teach the methods to business owners through her workshops and consulting. While not working, Jen travels to her native town of Buffalo NY to visit family, is a mom of 2 and wife of one very understanding man, Vice Chair of her Massachusetts town's Finance Committee, and founder of her town's Personal Finance Program for middle school kids.
Jay Costan is our Marketing Implementer and manages the website, MailChimp, social media, online marketing, and much more. Jay is part of Pepper more details
Renee handles all aspects of accounting for COO and other businesses to monitor and improve the bottom line. Renee comes to us with over 20 years in more details
Bernard is a CFP®, JD, business strategist, and structure expert for registered investment advisory and financial services provider firms. more details