Jen joined the Capital Wealth Management team in Jan 2017 and is the primary liaison to James Speights since 2008. She assists with administrative duties and handling day-to-day operations. Jen also specializes in process improvement and works directly with the firm’s clients, providing support with investment, insurance, and annuity-related service requests.
Jen is a resident of Richmond, RI where she resides with her husband, Sean of 19 years, and has four children. In her free time, Jen enjoys bee keeping, landscaping, camping, and ice hockey.