- Certified Trust & Fiduciary Advisor (CTFA), American Bankers Association
- National Association of Legal Assistants/Paralegals (NALA)
- Leadership and Management Certification from the University of New Hampshire
As one of the founding members of McLane Middleton’s Trust Services Group, Jennifer is a seasoned professional with a wealth of experience in the firm’s wealth preservation and administration practice area. In her current position as Senior Trust Officer/Manager of Trust Services, she plays a pivotal role in this group by working closely with clients, financial advisors, and fiduciaries to implement various strategies, administration of assets, and achieving service excellence.
Jennifer is responsible for supporting her teams in servicing their clients as a subject matter expert through her extensive background. She oversees all trust and administrative functions while ensuring uniformity and fulfillment of all requests. She fosters a culture of excellence and continuous improvement.
With her extensive background, Jennifer is highly experienced in working with high net worth and ultra-high net worth clients across many disciplines within the firm. She provides a cross-functional perspective across all disciplines, including liaising with various parties to reduce all elements of risk and to improve efficiency, effectiveness, and productivity.
Certifications
Awards
- McLane Middleton’s John A. Graf Client Service Award winner, 2024
- Paralegal Association of New Hampshire’s Paralegal of the Year, 2019 and 2012
Involvement
- Paralegal Association of New Hampshire