Jennifer Walsh

Client Services Specialist/Financial Paraplanner

Jennifer joined the firm in 2019. She has nearly 25 years of financial industry experience in client services, operations and financial planning. She has held her securities licenses and holds a  Registered Paraplanner Qualified Professional designation, FPQP®, from the College of Financial Planning. Jennifer received her Bachelor of Arts Degrees in Anthropology and Psychology, graduating cum laude from the University of Washington. Jennifer is a native Washingtonian, is married and has two children. She enjoys writing, peer counseling and advocacy and steel tip darts.