As a leader in the Family Office Group, Jennifer serves as a strategic wealth advisor, providing innovative planning services to achieve excellent client outcomes and deliver a superior client experience. Her responsibilities encompass all aspects of wealth planning. She works directly with clients to proactively identify and address current and future needs and then collaborates with team members across the firm to implement planning strategies. Jennifer works with the entire Pitcairn team to enhance best practices and foster strong team dynamics to meet the complex needs of client families.

Before joining Pitcairn, Jennifer served as Director, Legacy and Wealth Planning at Abbot Downing, a Wells Fargo division serving ultra-high-net-worth individuals and family offices. While at Abbot Downing, she provided sophisticated estate, business, and financial planning for the firm’s clients and led the Northeast region planning team. Previously, Jennifer held the positions of Senior Wealth Planner with Wells Fargo Private Bank in Philadelphia PA, and Legal and Tax Strategist with Legacy Advisors, LLC in Plymouth Meeting, PA.

Jennifer earned a Juris Doctorate from Albany Law School of Union University, with a concentration in Estate Planning. She also has a Bachelor of Science in History and Political Science with a Minor in Spanish from Binghamton University in Binghamton, NY.

Active by nature, Jennifer spends her free time hiking, cheering on the Philadelphia Sixers with her family, and doing F45 workouts to take her health and fitness to the next level. Jennifer is an animal lover and enjoys daily walks with her two dogs, Teddy and Miley. Originally from Syracuse, New York, suburban Philadelphia is now home for Jennifer, her husband, and two teenage daughters.Jeff’s career long experiences have inspired a crusade of sorts to help ensure that others can position themselves to live their best life possible. Living a life full of purpose and without regrets can be challenging, but at the same time, is very attainable to those who make an intentional and conscious effort to plan accordingly.
RTD’s core focus is to inspire clients to thrive in their own unique way by delivering unfettered fiduciary advice. To be most effective, it’s important that RTD’s talented team and the communities for which they serve can also thrive. It is this unrelenting passion that drives what they do and why they do it day in and day out.
With authentic gratitude, Jeff is humbled by the incredible, caring, and talented people he is so fortunate to be surrounded by. Simply stated, RTD is committed to assembling and fostering the best team possible dedicated to partnering with individuals, families, companies, and non-profits they care so deeply about.