Jennifer works closely with the attorneys that are trustee for our clients' trusts and is an advocate for beneficiaries with disabilities. She maintains a strong professional relationship with beneficiaries and their family members, investment advisors, tax preparers and case managers to oversee the proper administration of multi-generational family trusts, charitable foundations and special needs trusts.
Before joining Fletcher Tilton in 2012, Jennifer worked as a Trust Operations Officer for thirteen years at a nationally chartered trust and investment company in Newton, MA.
Education & Certifications
- Cannon Financial Institute Trust School