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Jennifer Kunhardt

Compliance Operations Associate at SFMG Wealth Advisors

Jennifer Kunhardt is a seasoned professional in the financial industry with extensive experience in compliance and loan operations. Currently serving as a Compliance Operations Associate at SFMG Wealth Advisors since July 2023, Jennifer has previously held various roles including Production Partner at NEO Home Loans and Premier Nationwide Lending, as well as Retail Loan Closer at Guardian Mortgage. Jennifer's expertise includes qualifying customers for loans, facilitating compliant closings, and conducting thorough reviews of mortgage documentation. Additionally, Jennifer has a background in education as a curriculum writer and a substitute teacher, complemented by a strong academic foundation, holding a Master's degree in 20th Century History from the University of Liverpool and a Bachelor's degree in History and International Studies from the University of Dallas.

Location

Rockwall, United States

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SFMG Wealth Advisors

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.


Employees

11-50

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