Jen joined Capital Wealth Management in December 2025 as an Investment Service Specialist. She brings a diverse background in financial services, mortgage lending, and banking, including three years in the financial services industry and seven years in the mortgage industry, where she primarily supported FHA and VA lending.
In her role at Capital Wealth Management, Jen assists clients with account operations and investment maintenance while providing ongoing service support to the firm’s financial advisors. Her extensive experience working with clients throughout important financial transactions allows her to bring a knowledgeable, attentive, and service-oriented approach to her work.
Education/Certifications:
Elementary Special Education – Rhode Island College
Notable Memberships:
Notary Public of Rhode Island
Personal Information:
Jen has been a resident of Portsmouth, Rhode Island, for more than 22 years. She enjoys walking, taking spin classes, spending time with family and friends, and relaxing at the beach.