Now, her main goal is to help people avoid those same pitfalls by providing education and plans, and she enjoys thinking of herself as a detective on a constant search for clues that she can use to solve individual mysteries. “That’s my favorite part about the job,” she says. “Each client is different. Their needs are different, and the tools we use to help them are different. It makes every day interesting, and I love to hear each client’s story when I’m trying to assemble the perfect roadmap toward their definition of success.”

Jennifer has also found a partner who matches her hunger and desire to help others. As Jennifer’s affection for financial services grew, so did James’s, and now the two have become a dynamic duo, able to assist clients no matter their circumstances. “We work so well together because we’re different,” Jennifer says. “He’s securities licensed, so if a client has questions about their investments, they call him. If they have questions about protection, products and retirement, they call me. If they’re looking for protection but also have an appetite for risk, we can sit with them together, which I think brings out the best in both of us.”

She’s also proud of her ability to help business owners. As a business owner herself, she knows the obstacles and potential pitfalls of running a company, but through her own experiences and through co-navigating rocky waters with James and other clients, she feels well-equipped to handle any problems she might encounter. “For business owners, their finances in their company are directly linked to their personal finances, so being able to properly run that company is so important. That means that I need to bring new strategies to the table along with ideas to retain employees and decrease turnover rate. To me, that’s what success looks like as a business owner,” Jennifer says.

Extremely family-oriented, Jennifer spends much of her free time with her husband and her three children, Trinity, Carter and Isabella, otherwise known as the “TCI” in TCI Financial. In addition to sitting one office away from him on workdays, she enjoys playing golf, disc golf and pickleball with James. “Through all of our years of marriage, we’ve always committed to using Fridays for ourselves to ensure that our families, our children, our friends and our clients get us at our absolute best,” she says.

Jennifer also believes strongly in fighting for the rights of women and veterans. Both she and James came from military families, so she enjoys giving back to programs such as the Wounded Warrior Project. A mother of two daughters, she also pushes herself to be a role model and a leader for women. “I’m beyond proud that I can show my daughters, and women everywhere, that it’s possible to achieve your dreams,” Jennifer says. “Women’s voices are becoming less and less heard in today’s society, so being a woman business owner and having reached positions of power, I love to share my story and lift and encourage others to defy obstacles that have been put in their way by perception.”