

Jen has over 15 years of experience in the investment advisory industry providing portfolio management and financial advice.
Jen began her career at a boutique financial planning firm in Corte Madera. There, she was Manager of Client Services and expanded her responsibilities to Financial Planner and obtained her Series 7 and Series 66 licenses. In 2011, she joined a nationally recognized asset management firm where she became a CFP® professional, and provided service and expertise in investment advising, business operations, compliance and research consulting. Jen joined the Vista team in 2021.
Jen works with clients throughout the Bay Area but spends much of her time in our San Francisco office.
Jen graduated from the Sonoma State University – with a BA degree in Sociology. She is a CERTIFIED FINANCIAL PLANNER™ professional.