Financial knowledge
artfully guided
by experience
Jeniffer Montero, FPQP™
Client Service Associate Financial Paraplanner Qualified Professional™ |

Clients can rely on Jeniffer for exceptional customer service and strict attention to detail when it comes to their accounts and inquiries. She treats clients like she would her own family and strives to help them feel confident in their relationship with the firm. She has also earned Series 7 and 63 licenses and is a Financial Paraplanner Qualified Professional™.

Jeniffer is from Chicago, Illinois, but now calls Allentown home. She participates in March for Babies, the annual walk for March of Dimes, and enjoys party planning, tennis and gardening.