Jennifer-min

Jennifer Nelson

Client Services Specialist/Financial Paraplanner

Jennifer joined the firm in 2019 to work in client services. She has over 17 years of experience working for a financial management firm in Bellevue. She worked in client services and received a Registered Paraplanner designation FPQP ™ from the College of Financial Planning. Prior to financial services, Jennifer was a program assistant in the Department of Psychosocial Services at Seattle Children’s Hospital. She received her Bachelor of Arts Degree in Medical Anthropology with honors from the University of Washington.