Financial Planning Assistant
Jen is the newest addition to our DeRose FPG team, and we are more than happy to have her. She will be working as our Financial Planning Assistant. In that role, Jen will be assisting with coordinating client appointments and preparing Financial Review presentations for client meetings. Before she started work with us, Jen supported multiple levels of operations at Honeywell - a Fortune 100 Company. Her attention to detail and professional drive make her an immense asset to our team.