Jennifer Williams

Jennifer Williams is currently an Office Assistant at The Retirement Planning Group. Jennifer previously worked as an Accounting Manager at Rowell's Services from October 2018 to September 2019. Prior to that, they were a Senior Accountant at Ashton & Company, P from January 2012 to October 2018. Jennifer started their career as a Staff Accountant at Graham & Graham, P.C. from January 2010 to December 2011. Jennifer also did an internship at Graham & Graham, P.C. from May 2009 to August 2009.

Jennifer Williams has a BS in Accounting and Finance from Eastern University. Jennifer also has certification from the Internal Revenue Service as an Enrolled Agent (EA). Additionally, they have certification from FINRA as a Series 65 Investment Advisor Representative.

Jennifer Williams reports to Kevin Jaegers, COO & Principal. They work with Tim Caseria - Operations Specialist, Daniel Buescher - Operations Associate, and Reed Hersma - Operations Specialist.