The Advisor's Resource for Financial Plans

(303) 997-8834

With a bachelor’s degree in Public Health Administration, Jennifer’s desire to assist people was well suited for her transition into the financial services industry over 10 years ago.  Since 2010, her primary focus has been providing expert level planning assistance and development of high quality plans for advisors. 

Jennifer is passionate about financial planning and takes great pride in the responsibility of the financial well-being of advisors’ clients in helping them achieve their lifetime goals and dreams.  

Jennifer’s favorite part of the financial planning process is collaborating with advisors to find creative solutions to the various cases. She is flexible to work with and quickly becomes an invaluable strategic partner to your practice with her enthusiasm and passion for helping others attain financial freedom. 

Jennifer is married with two children and resides in Bellevue, Washington.  In her personal time, she loves to ski in the winter and hike in the summer.  And her favorite mode of transportation is their 1984 VW Westfalia Vanagon that provides an overnight camping spot anywhere they go. 

Jennifer Yearous