Our Team

Jennifer L. Simes

Jennifer, a CERTIFIED FINANCIAL PLANNER™ practitioner since 2003, joined the firm in February 2007 with over 10 years of experience in the financial industry. She offers the highest level of service and standards with comprehensive, personalized, independent and customized financial planning and investment management services. She brings the knowledge, skill and organization to help you define, evaluate and address each of your financial goals. She dedicates herself to her clients while providing the specific tools to learn how to reach each financial goal.

In addition to the CFP® designation, Jennifer holds her life, accident, and health insurance license with the Commonwealth of Massachusetts, General Securities Representative (NASD Series 7) and Uniform Combined State Law Examination (NASD Series 66).

Jennifer is also passionate about educating individuals about personal finance. She is actively involved with the Massachusetts state HIFI (High School Financial Literacy) program and has acted as a presenter and mentor at the annual Mothers, Daughters, & Money conference held in the Boston area. She has spent time teaching money lessons to various preschool and kindergarten classes in the area and teaches adult education classes in two local programs on topics including kids & money, retirement, financial planning basics and education planning.

Jennifer graduated from University of Massachusetts at Amherst with a B.B.A. and a concentration in Finance. Jennifer is an active member of the Financial Planning Association of Massachusetts.

Outside of the office, Jennifer lives in Rutland with her husband Kevin and two young children.