Jennifer Foster has been with the company since 2003. Growing up Jennifer did not have plans to work in the financial services industry; in fact, it is the last industry she would have considered. She planned to go into cosmetology. Clearly, the Lord had other plans. She ended up working for SmartPlan Investing’s sister company Wiley CPA. She was hired to do administrative work, but moved up quickly in the company and benefited from on the job training. Shortly after being hired, the President of the company began introduce investment solutions. Even though he walked away from investments years before over frustrations with the industry. He finally found the solution he was seeking that could not only help him, but his clients. This provided another opportunity for training for Jennifer, and where her passion blossomed.
Being a single mom with no support, Jennifer struggled with her own finances for many years. This was not an area she was taught growing up. Jennifer’s life was profoundly changed when she discovered her own true purpose for her money. This changed everything for her. Now, how she chooses to spend, save, give and invest - yes, invest - changed. For the first time she found a way to follow a budget in a way that worked for her. She began aligning her spending with her purpose. Her purpose also led her to sit for the rigorous Series 65 Investment Adviser Representative exam, so that she could coach others in discovering their purpose. Jennifer is a compassionate coach. However, she is unwavering in her beliefs, which serves her clients well when they need someone to stand firm. Jennifer has extensive knowledge in the Nobel-Prize winning investing academics that make up the Matson Method used by SmartPlan. She is able to relay complex theories in a fun and relatable way.
In her free time, she loves to spend time with her daughter, serve her church, and host parties and dinners.