Jennifer Hodson, CFP®, CEPA, RICP

As a Certified Financial Planner™ and VP of Wealth Management, Jennifer serves as a personal CFO to busy executives and business owners—especially women facing pivotal life transitions such as retirement, divorce, or the loss of a loved one.

With over two decades of experience, Jennifer strives to bring clarity and confidence to complex financial lives. She takes a strategic, relationship-driven approach that integrates investment management, tax planning, estate planning, and business exit strategies into a cohesive plan that supports what matters most to each client.

By aiming to simplify complexity and connecting the dots across investments, tax planning strategies, estate planning, and business exit planning, Jennifer strives to empowers her clients to make confident decisions and live with greater clarity, freedom, and purpose.

More than a financial advisor, Jennifer and her team act as financial advocates and guides—helping clients align their wealth with their values and make informed decisions with confidence.

RICP conferred by The American College.

*Family Office Services provided are not “family office” services as defined under the Investment Advisers Act of 1940, but rather services provided to families and high net worth clients to address the unique financial, investment, and planning needs of such clients.