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.”
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.
Certified Financial Planner (CFP)
Certified Divorce Financial Planner (CDFA)
Insurance
Series 7 & 66
Real Estate ,CFP®
CURRENT:
Collaborative Professionals of Richmond, Treasurer
Central Virginia Financial Planning Association
Association for Corporate Growth
LEAD for Women
PRIOR:
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 |