Role at Appleton
Jen joined Appleton in 2016 and is a Wealth Manager and Financial Planner on the Wealth Management team. She collaborates closely with attorneys, accountants, and trustees to help individuals, families, and non-profit organizations achieve their financial planning and wealth management objectives. In addition to her client work, Jen is a member of Appleton’s Equity Investment Committee.
Professional Experience
Prior to joining Appleton, Jen served as the Trust Administrator at Cambridge Appleton Trust, N.A. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019 and the Accredited Estate PlannerÒ designation in 2024. Jen is an active member of the Boston Estate Planning Council and regularly volunteers at the Suffolk County House of Correction through the Council’s financial literacy program.
Education
B.S., Roger Williams University
Personal
Jen resides in Malden, MA with her boyfriend, Sean, and enjoys spending time with her family and friends. When she’s not in the office, you’ll likely find her cheering on the Red Sox, trying out new recipes in the kitchen, or out and about with her energetic English Springer Spaniel, Flanders.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
