Jennifer Clouse

Before joining as COO, Jennifer spent over 15 years in operational leadership roles. With key roles at multiple large RIA’s, she has led integrations, systems implementations, and acquisitions, all while building strong teams and departments that drive efficiency and foster growth and development. Jennifer is passionate about wealth management and the significant value it brings to clients’ lives and feels that every role ultimately contributes to the client experience, the ability for clients to accomplish their goals, and the peace of mind from having a trusted advisor to partner with. Her goal is to build strong teams, with people who love what they do and are empowered to grow, with operational processes that support our company and clients with excellence. Outside of work, she enjoys spending time outdoors, gardening, volunteering, cooking (and eating) great food, and most importantly enjoying time with her husband, children, and family.