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Director of Client Engagement
Jennifer is responsible for overseeing the firm’s client engagement. She provides key input into strategic decisions regarding the brand and service models, business development, and the overall direction of the firm.
Jennifer graduated from Elon University earning her B.A. in communications in 1996. She started her career in New York City, where she worked at GREY Worldwide and Turner Networks, learning invaluable skills from the top sales executives in the country. She then moved to Los Angeles and worked for Initiative Media, where she was responsible for the Disney Home Entertainment media accounts.
Jennifer came to BlueSky Wealth Advisors most recently from High Tide Creative, a nationally recognized advertising and marketing firm where she was the Vice President of Sales and Client Development. Jennifer had the rare ability to have the holistic experience of being a client of BlueSky Wealth Advisors prior to joining our team, and she continues to use this opportunity to increase the level of our clients’ experience.
Jennifer lives with her husband and two children in Morehead City.
Q & A
What do you enjoy most about being part of BlueSky?
I have the ability to see the magic happen behind the scenes, and it makes for an extremely gratifying career to have that magic produce people with happier lives. There is always something exciting going on here—there is no “typical workday” at BlueSky.
What does “improving the quality of our clients’ lives” mean to you?
When you become a client at BlueSky, you are most likely going through a transition in your life. Perhaps you have just lost a spouse or you are a “do it yourselfer” and have hit that threshold of assets that is too big to handle on your own. Either way, while managing and building wealth for clients are important to us, it rarely takes center stage. It’s really about helping that person or family transition through that challenge and onto a better financial path.
What keeps you busy when you’re not working?
We have two young children, who are always keeping us busy. We are lucky enough to live at the beach, so there are plenty of amazing restaurants and outdoor activities. We also like to travel, so we try to plan a trip somewhere every year.