"My goal is to create an environment of trust and simplicity that you and your family can rely on as you work towards realizing your goals and dreams."
Jen joined our team in 2018, after spending ten years with Hilliard Lyon's corporate office in Louisville, Kentucky. She graduated from Indiana University with a BS in Business Management and her M.B.A. She holds both the FINRA Series 7 and Series 66, and is a Certified Financial Planner (CFP®). Jen helps our team coordinate efforts, with an eye towards continuous improvement and efficiency.
Outside of work, Jen and her husband Nic enjoy life on a small farm in Shelby County with their "fur babies", currently a dog and several Thoroughbreds who are retired from racing that she retrains for Three Day Eventing. She is an active competitor with the USEA and USEF, as well as an annual participant in the Retired Racehorse Project. Jen & Nic also co-own LM Sugarbush, one of Indiana's largest maple syrup distributors and host to the Annual Maple Syrup Festival in Salem, Indiana.