Jennifer is a Registered Representative with a focus on Alternative Investments. Her experience encompasses direct real estate, qualified opportunity zones, 1031 exchange / DSTs, real estate funds, energy funds, direct private placements, private equity, tax-strategy products as well as other opportunities.

Prior to founding Agile Advisory LLC, Jennifer amassed over two decades of experience as an investing professional at esteemed financial institutions such as Morgan Stanley, Transamerica, and Chase. Her career commenced as a tax consultant/CPA at PriceWaterhouse.  

Jennifer received her Master’s degree in Economics from SMU and Master’s in Management and Accounting from UT Dallas. Her undergraduate was in Economics from Fudan University, Shanghai.  Currently, Jennifer holds her FINRA series 7, 63 and 66 licenses as well as real estate license.  

Jennifer is also serving as an independent Board Director for several public companies. She currently resides in White Plains NY with her husband John.  Their son has been practicing as a surgeon since 2024, while their daughter started her consulting career in NYC that same year.