Jen’s experience in the financial services industry spans over twenty-two years, seven of which have been with Wintergreen. As Client Relationship Manager, Jen enjoys working closely with primarily Advisory clients to ensure their ongoing needs are met; she also manages marketing and communications, so clients remain well-informed on financial topics and strategies. As a Paraplanner, she provides support throughout the entire financial planning process – including compiling client data and preparing reports – in an effort to help clients achieve financial wellness.
Before rejoining Wintergreen in 2015, Jen worked for twelve years with Coastal Enterprises Inc. (CEI) as both the Fund Administrator for CEI Community Ventures Inc., manager of a New Markets Venture Capital Fund; and, as Relationship Manager for the southern Maine commercial lending portfolio. Prior to that she managed the operational affairs at Masthead Venture Partners, an early-stage venture capital firm focusing on information technology and biotechnology investments.
Jen holds a BA in English from the University of Maine. She is a lifelong competitive swimmer and a member of U.S. Masters Swimming; is a volunteer for the Maine Mentor Program; and is a Notary Public. For many years she taught and coached swimming, and was involved in the National Youth Sports Program, a comprehensive educational and sports program which teaches vital life skills to economically disadvantaged children. Jen also managed a natural food buying club cooperative for almost twenty years. She resides in Cape Elizabeth with her husband, daughter and two dogs. She likes gardening and cooking; embraces art, culture, and travel; and in addition to swimming, she really enjoys Pilates. Most of all, she loves spending time with her family, friends, and dogs.
