Financial Paraplanner Qualified Professional™
Jenn joined Miller & Tsakopulos in November 2014, bringing over 8 years of experience in management support in financial services. Jenn plays an important role in supporting all of the advisors on our team and works closely with clients to ensure timely follow through. She establishes client investment accounts, processes transfers and 401(k) rollovers and prepares account performance reports in preparation for meetings. She is also responsible for the maintenance of our eMoney Advisor financial planning software, and helps clients navigate their own personal financial websites.
Jenn graduated from SUNY Empire State College, completing her Bachelor's degree in Community & Human Services.