jennifer@midtownfa.com
336-288-8788
Client Relations Representative
Jennifer is a primary point of contact for many Midtown Financial Advisors clients.
She aims to approach each day as a new opportunity to provide attentive client service and facilitate clear, consistent communication between financial advisors and their clients. Her responsibilities include:
- Preparing, reviewing, and processing client requests related to beneficiaries, policy changes, and other service needs
- Coordinating and scheduling client meetings
- Maintaining records and handling sensitive financial and personal information with discretion
- Assisting in the preparation of reports and materials for client meetings
Jennifer brought more than 10 years of client service and creative problem-solving experience when she joined the Midtown Financial Advisors team in 2024, having previously worked as a preschool teacher, dispatch clerk, and optician technician.
Director of All Things Home & Heart
Jennifer lives in High Point, NC, with her husband, five children, and three dogs.
Although she’s originally from the Midwest, she relocated to North Carolina many years ago and proudly refers to the Tar Heel State as home now.
Family, faith, and community are central to Jennifer’s life.
She is frequently found at her children’s sporting events or shuttling them between activities. Jennifer also enjoys hosting gatherings with her family and friends, attending church, spending time outdoors, hiking, and exploring new places.
