Our Company‎ > ‎Our Team‎ > ‎

Jennifer Kathler

Jen ' s core responsibility is  preparing client paperwork, statements and follow up from client meetings.  
In this role, Jen assists in the production and tracking of many types of documents for clients, including opening new accounts, transferring money between accounts, completing address changes and processing client deposits   In her spare time, she can be found enjoying her country home with her 3 children and husband Jeff.