Jennifer KoffWealth Management Officer

Jennifer focuses on guardianships for minors, disabled individuals, and seniors while providing effective solutions and compassionate service. Jennifer is also an expert in Special Needs Trusts, Estate Administration, and Retirement Planning. Her clients frequently have unique financial concerns that require detailed yet flexible solutions. She provides her clients with highly personalized attention and gladly assists in matters of taxes, investments, budgeting, and wealth transfer. Jennifer enjoys achieving financial success for her clients by listening, planning, and reviewing financial results. She relates to her clients in a personal way that makes them feel comfortable to ask questions and communicate their concerns.