With a substantial background analyzing complex financial matters, Jennifer assists the attorneys in structuring financial agreements and preparing cases for trial
Jennifer is a Certified Divorce Financial Analyst (CDFA) and has a Bachelor’s degree in Banking and Finance. She is also a Series 7 licensed securities specialist. As such she is specifically trained in the financial issues surrounding divorce. As a CDFA, Jennifer uses her knowledge of divorce law, tax optimization, asset distribution, and short-and long-term financial planning to help our clients achieve equitable settlements.
Jennifer helps our clients in a variety of ways:
- Valuing assets and debts
- Identification or and tracing of income
- Dissipation of asset analysis and defense
- Preparation of lifestyle analysis
- Dividing retirement and pension accounts
- Calculating support and maintenance
- Setting up a budget for life after the divorce.
Jennifer started her finance career in 2002 as a Retail Vice President of First Security Bank, managing 14 retail banking locations. She moved on to be a Premier Banker at BMO Harris for affluent and wealthy clients managing their investment and banking relationships. Jennifer then became a Financial Advisor and Certified Divorce Financial Analyst with The Tranel Financial Group.