Collaborative and calm. That’s how our future-proofing conversations go when I’m your Financial Advisor. Together, we make a plan to ensure you and your family meet your financial goals.
I’ve been in the financial industry for over 20 years and I bring all my career and life experience to the table. From my early days introducing insurance and investment opportunities to clients, to my time on the quality assurance side of the business, I know how to look at the big picture to inform individual and family financial decisions.
My compliance audit expertise, honed over 14 years, makes me a detail-oriented, collaborative partner with a knack for tailoring solutions that suit any lifestyle. I’m an empathetic problem solver who enjoys working with clients as their personal and professional lives evolve over time.
When I’m not working with my clients, I’m with my family, which includes my husband, two busy kids and two rescue dogs.
Jennifer Lazar-Gold
Financial Advisor