Jennifer joined Hamilton Capital in 2009 and has more than 20 years of client expertise in the financial industry. She plays a significant role supporting the firm’s Wealth Advisory and Investment Team and is responsible for managing and coaching a team of client relations representatives while overseeing key client administration needs. Jennifer’s passion is to identify opportunities to keep the firm moving forward and to make our client service standards first class.
Jennifer is also one of the co-founders for the Women’s Exchange, a program launched by Hamilton Capital in 2012. The Women’s Exchange proudly creates experiences for women that enhance their financial literacy, serve the community and provide personal and professional development.
A magna cum laude graduate from Franklin University, Jennifer holds a Bachelor of Science degree in Marketing.
A few years ago The Women’s Exchange hosted a financial literacy program for kids called “Piggy Banks to Paychecks.” We used a goal thermometer as a visual aid to help kids set a financial goal.
My son, who was 3 at the time, really wanted a rather expensive G-Scale Thomas the Train Set, so we showed him the goal thermometer and helped him save. He was so good about saving all money he received from Christmas, Easter, couch cushions, grandparents, etc. He would look at other toys at the store and tell me, “Mom, I’m just looking because I’m saving for my Thomas!” He saved for eight months, shading in his thermometer along the way, and was able to pay for his Thomas the Train set in full. When he reached his goal, he kissed the thermometer poster and had the most joyous facial expression. I believe he experienced a genuine sense of accomplishment. We continue to use this method to help him save money.
I am passionate about teaching financial education literacy to children and have even been a classroom instructor for Junior Achievement of Central Ohio.