Jennifer leads Mariner’s efforts to serve independent advisors by providing access to tenured associates and innovative solutions to help them flourish in a constantly evolving landscape and cater to the ever-changing needs of their clients. The Mariner Independent business includes Mariner Advisor Network, Custom Portfolio Group and Baystate Wealth Management.

Prior to joining Mariner, Jennifer served as vice president at Fidelity Investments, where she recruited advisors out of all channels in Colorado, Kansas, Nebraska and Missouri and consulted on the benefits of the Registered Investment Adviser (RIA) model. Additionally, Jennifer was a member of the strategic accounts team where she worked with large, complex custody relationships on the Fidelity Institutional platform. She assisted with the firm’s overall strategy to capitalize on opportunities and solutioned on how to address challenges. Prior to her tenure at Fidelity Investments, she was with Charles Schwab for 8 years.

Jennifer has a bachelor’s degree in finance from the Gies College of Business at the University of Illinois Urbana-Champaign.

Jen lives in Boulder, Colorado with her husband and two children. In her free time, she loves hiking and skiing as well as traveling around the country in her campervan.