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Jennifer Berdell, (Financial Professional)

Address:
   4801 Cox Road, Suite 200
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  jennifer.berdell@kinlochcapital.com
Website:
  

Education


Degree Institution Year Add More

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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Jennifer Berdell, (Financial Professional)

Address:

Phone:
Fax:
Website:


Jennifer was born in Connecticut, but grew up in Downingtown PA, a busy suburb of Philadelphia. After graduating from Indiana University of Pennsylvania with a degree in Business- Jennifer moved to Richmond in 1992. She plans to stay in the Richmond area at least until she retires 20 years from now! Jennifer is married and a Stepmother to two teenage boys, Ben & Matt. A lifelong animal lover, she provides a caring home to a Golden Retriever named Journey, a short haired cat named Zoe, and two horses: Bentley & Mallow. Over the past 25 years, Jennifer has held a variety of roles at financial services firms both large and small. Following family into banking, she served as a Trust Officer for a regional institution. Later she was recruited by a mentor to a boutique money-management firm and joined a portfolio management team specializing in municipal bonds. Wanting a more comprehensive view of personal finance than just investments, Jennifer teamed with her business partner, Peter Walls in 2005. Jennifer is a passionate equestrian and member of Deep Run Hunt Club in Goochland County. She is the proud owner of a gray Thoroughbred and competes with him in Eventing competitions from Maryland to North Carolina. Jennifer is avid about fitness and trains regularly for both road races and sprint triathlons. Jennifer is an active member of the Financial Planning Association of Central Virginia, Collaborative Professionals of Richmond & Association for Corporate Growth. Additionally, she serves on the Boards of the Thoroughbred Retirement Foundation & LEAD (a national organization that encourages & supports women's leadership in their careers). She also is a member of Deep Run Hunt Club’s Investment Committee. Jennifer serves as the lead Financial Planner for her practice. Says Jennifer, “I spend time helping our clients create a vision of their ideal future. We then set goals and I develop a plan, or road map, to get them there. Just like any trip there are bound to be some bumps and detours along the way: Sometimes adjustments need to be made. That’s OK; I’m here to help with those eventualities and get us back on-track. Through the planning process clients repeatedly tell me they feel happier and more confident about their future. ‘I wish I had done this sooner!’ is a common refrain. "My greatest joy comes from counseling and educating my divorced, female clients who are now realizing the dreams I helped them plan for years prior such as: living comfortably within their new asset/income levels; being able to send their children to college; meeting their retirement savings or spending goals – these are the types of conversations that make my job so rewarding.”

Collaborative Practice Group Membership


Collaborative Professionals of Richmond

Collaborative Services


Before starting a Collaborative process, please satisfy yourself that the skills and experience of the practitioners are a good fit for you and ask if they follow and meet the IACP Ethical and Practitioner Standards. IACP does not verify the information provided by the practitioners listed.

Education


Licenses


Certified Financial Planner (CFP)
Certified Divorce Financial Planner (CDFA)
Insurance
Series 7 & 66
Real Estate ,CFP®

Professional Activities


CURRENT:
Collaborative Professionals of Richmond, Treasurer
Central Virginia Financial Planning Association
Association for Corporate Growth
LEAD for Women

PRIOR:

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2015 Collaborative Divorce: 2 Day Collaborative Training CPTI-Broussard, Burr, Cassell 16
30-Hr Interest-Based Negotiation & Mediation Skills
2017 Interest Based Negotiation and Mediation Skills for Collaborative Professionals Lisa Herrick, PhD & Barbara Burr Esq 30
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2018 Support Redux: Navigating the New Tax Laws and the Emotional Challenges They Create for Spouses (and Teams) (11th VaCP) 11-12-18 Sanford Cassel, PhD; Frank Morrison, JD; Gigi Robson, CPA, CDFA; and Paul Smollar, JD 3.25
2016 Samoan Circle How to Effectively Use External Experts Within the Collaborative Process CPoR Kimberly Fauss 1
2016 Mortgage Finance in the Collaborative Process CPoR Mary Katherine Perkinson 1
2016 Intrinsic Value and Possible Approaches to Business Valuations for Collaborative Cases CPoR Joe Thornton with Mitchell Wiggins 1
2016 Difficult Conversations CPoR Sandy Cassell 1
2016 Client Science for Collaborative Professionals: Client Interviewing and Decision-Making Through Bad News and Other Legal Realities Professor Marjorie C. Aaron 6.5
2016 Case Conference Guidelines CPoR Sandy Cassell and Gigi Robson 1
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2021 Helping Divorcing Families Manage the Collaborative Process with Special Needs Children CPR: Kristen Carlton of Eli’s Village 1
2020 Things to Consider in Handling Multi-Nationals Family Law Cases and Cases with International Aspects CPR: Melissa Kucinski 1
2020 The Psychological and Ethical Dimensions of Collaborative Practice David A. Hoffman, Collaborative Attorney & Mediator 6
2020 Managing Healthcare Expenses in Retirement CPR: Tyler Dove, NorthBank Partners 1
2019 What's IACP Got To Do With It? Chris Farish, JD .5
2019 Collaborative Boot Camp: An Experiential Day of Refining Skills and Deepening Team Cohesion (12th 11-11-19) Barbara Burr, JD & Lisa Herrick, PhD 5.5
2019 Behavioral Finances CPR: Susan Buniva & Sandy Cassel 1
2018 VA Legislative and Case Law Update (11th VaCP) 11-12-18 Christopher Macturk, JD 1
2018 UCLA Panel: What’s In It For Me? (11th VaCP) 11-12-18 Del. David Toscano; Robert Merlin, PA; Teresa Cole, JD; and Cathleen Rea, PhD 1.25
2018 The Complicated Marriage of Family Law & Estate Planning and Estate Law Scott Stovall, Esq. 1
2018 Protecting Ourselves & Our Clients from Identity Theft Bryant Harrison 1
2018 Mindfulness Presentation Susan Warner 1
2018 Love Yourself First: Top 10 Financial Planning Tips Jennifer Berdell 1
2017 Creating the Conditions for Growth As We Help Our Clients Navigate Separation and Divorce Lisa Herrick and Kate Scharff 6
2016 In-Office Skills for Advising Clients Through Life’s Toughest Times Corgenius, Inc 1
2015 Generational Behaviors and Financial Attitudes FPA – Central VA Chapter 2
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