Jennifer R. Weaver

I support clients in achieving financial peace by serving as a consistent and trusted partner throughout their journey. With over 25 years as a Senior Client Service Associate alongside Wealth Manager, Philip Tom, I have learned that people do not just need numbers and strategies. They need someone who listens attentively, cares genuinely, and takes the time to understand what truly matters.

I prioritize building relationships, not only with clients, but also with their spouses and children, recognizing that financial well-being affects the entire family. When a client calls with a concern or a question, I do not immediately know the answer to, I make it my mission to find accurate information and follow through until clients feel confident and supported.

I love spending time with my kids and our dogs – Jet, a Black Labrador/Pointer mix, and Jax a Chihuahua/Jack Russell mix – exploring the outdoors together.

I am passionate about horseback riding, particularly dressage and jumping. Although my Thoroughbred, Aria, is now retired from riding, we still enjoy peaceful moments together.

I grew up in the Pacific Northwest and feel fortunate to live close to family and friends for visiting. Looking ahead, I hope to travel more and discover new places that inspire and enrich my perspective.