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Jennifer Jefferies

Jennifer Jefferies, J.D., MSFS
Vice President, Manager Planning & Operations

Jennifer, a former practicing estate planning attorney, has almost twenty years experience in the trust, planning and wealth management industry. In addition to the planning aspects she oversees the wealth management group’s operations. Jennifer’s focus is to foster an analytical and educational approach to structuring customized plans for individuals, families, businesses, and non-profit organizations in the areas of wealth, estate, and entity planning. Jennifer has conducted both client and institutional training sessions.

She was the Vice President and Senior Financial Planner for the Family Office of a major Midwestern regional bank, an officer in the investment advisory arm, and an officer and the Director of Financial and Estate Planning for the advanced life insurance company owned by the bank. 

Jennifer received her law degree from Cleveland Marshall College of Law, Cleveland, Ohio, her Masters of Financial Services from The American College in Bryn Mawr, Pennsylvania, her Bachelor of Arts with honors from Concordia College, Moorehead, Minnesota, and an Associates of Arts degree from the University of Maryland, Asian Division.   

She has attended the Heckerling Institute and the Notre Dame Institutes for Estate Planning as well as the Association for Advanced Life Underwriting Conference in Washington D.C. Jennifer has held the Series 7, 66, 26 and life insurance licenses. Jennifer is a U.S. Marine Corps veteran. 


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