Portfolio Administrator
Jennifer joined Acropolis in 2022 as a Portfolio Administrator. She is currently responsible for client relationship management, portfolio analysis, operations, and reporting. Jennifer enjoys helping clients and acting as the liaison between them and their custodian, accountant, insurance expert, banker, and attorney/estate planner.
Prior to joining Acropolis, Jennifer has held various roles in the financial service industry, including Loan Processor, Mortgage Loan Originator, Bank Manager and the last 11 years as a Branch Office Administer at Edward Jones. She earned a B.S. in Business Administration-Finance from the University of Missouri – Columbia. Jennifer is a registered investment advisor representative.
In her free time, Jennifer enjoys spending time with family and friends, taking walks, reading, and watching volleyball.