Jennifer serves as a Financial Services Assistant since joining the firm in 2022. She works out of our Coldwater office and is part of the financial services team. She performs the following tasks:

  • Customer service to the Financial Services clients
  •  Preparation of applications for new and existing Financial Services clients
  •  Customer service for life insurance, long term care, and disability insurance clients
  •  Delegation of incoming financial services work

 Jennifer graduated from St Marys Memorial High School and Strayer University. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Jennifer resides in St Marys, Ohio.


Phone: 419-678-4814
Fax: 419-678-2752

“I love working for a company that strives to provide the highest service to each client whether that’s with financial services or taxes.”