Jennifer Harrison, FPQP™

As a Client Team Operations Manager, Jennifer oversees the client experience on Team Fitzwilson and works with the team to implement new processes and procedures. Jennifer works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. She enjoys building personal relationships with the families we serve and understanding their short and long-term goals. She memorializes those goals and adjusts aspects of your plan as your goals shift. With a dedication to providing a remarkable client experience, Jennifer understands how hectic our clients’ lives can be and provides worry-free solutions to their stressors.

As a graduate from Portland State University, Jennifer earned a Bachelor of Science in Public Health Education. Jennifer joined Coldstream and our Private Client Services group after our combination with Rosenbaum Financial. Jennifer’s previous work experience at Rosenbaum Financial included titles of Accounting Manager and Group Insurance Specialist. She supported the business owners, individuals, and families we continue to serve – working to ensure their financial stability. Working on the insurance side of the business, Jennifer focused on individuals who suffered from an injury or other setbacks.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

MOST TREASURED THING I OWN

A diamond necklace my grandmother gave me when I was 16 years old. The necklace originally belonged to my great-grandmother who I never had the pleasure of meeting.

ONE PIECE OF ADVICE

Listen. A lot can be learned from listening.

HOBBIES

I love sports, staying active, yummy food, and traveling. However, without a doubt, my favorite pastime is spending time with my husband and two sons.