Jennifer became the firm’s first female Wealth Advisor in May of 2017. She opened the Charlotte, NC office which allows CapSouth to expand its geographic reach and provide superior client service in the Charlotte area. She is passionate about working with private clients to identify and clarify their goals and helping them achieve their one best financial life. Jennifer continues CapSouth’s full service client approach by advising private clients on financial planning, wealth management, portfolio management and estate planning. She also consults with businesses regarding succession planning and 401k programs.
Jennifer is a 2001 graduate of The University of Georgia, graduating Magna Cum Laude with a B.A. Degree in Journalism. She went on to pursue a Master’s Degree from Florida State University where she graduated in 2002 with a M.A. in Communications. Her professional experience includes over 14 years in sales and marketing.
Although born and raised in Georgia, she relocated to North Carolina 14 years ago and currently resides in Huntersville, NC with her husband Kevin and two children. In her free time, you are likely to find her cheering for one of her favorite sports teams, playing golf, cooking, or reading.
CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.