o

Financial Planner

Jennifer Michalski, CFP®

Jennifer Michalski

Financial Planner

Jennifer Michalski, CFP®

Jennifer works as a Financial Planner and supports our wealth advisor teams by creating customized financial plans for our clients. She  helps clients visualize, organize, and track their progress to their financial goals using eMoney, our financial planning software.

She earned her Bachelor of Science degree from the Lyman Briggs College at Michigan State University and her master’s degree at the University of Hawaii at Mānoa.

Ready to step into your best life?

We are ready to help.  Let's talk.