Jennifer is the founder and CEO of SkyOak Wealth Management. Jennifer wanted to start her own boutique financial advisory firm since she was in her late 20’s. After 20 years working for the large firms of Wall Street, she finally created SkyOak Wealth Management in 2010 with the help and support of her husband, Derek.
Jennifer provides customized solutions and a broad scope of institutional and family office services through financial planning, experienced investment management, and insurance by using a team of advisors with different areas of expertise.
Jennifer’s expertise and passion is counseling and advising individuals and families, especially those that are going through wealth transition or obtaining new wealth that is different than they were accustomed to. During the years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and “IPO to instant wealth” that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barron’s Top Woman Advisors in the country.
Jennifer’s unique abilities are working with people in major life transitions such a selling business interests, transitioning from private stock ownership to publically traded stock ownership, other liquidity events, retiring, losing a spouse, divorce, and/or inheritance. Jennifer is all about helping the client and making sure her clients are engaged and understands each part of the planning and investment strategy process.
In 2003, Jennifer and Derek, moved to Southern Oregon from the Palo Alto area to raise their two boys, Max and Jake who they had adopted from Russia also in 2003. Jennifer is very involved in philanthropy in both her Palo Alto and Southern Oregon communities. She is currently on the Executive Board of the Southern Oregon Humane Society and on the Investment Committee of the Ronald McDonald House at Stanford. Jennifer is big supporter of professional women groups and mentoring programs for young professionals. Jennifer is very passionate about dogs; rescuing dogs and helping foster loving relationships between people in need and dogs. She and her family are members of the Rogue Valley Country Club where she shares the same love for golf as does her husband, Derek, and son, Max. Jennifer also enjoys wine, travel, hiking, and, of course, her two dogs.
- California State University, Sacramento – Bachelor of Science, Business Administration and Economics, 1990
Certificates & Licenses
- Certified Financial Planner (CFP ®), November 1999
- General Securities Representative Exam Series 7, May 1994
- Uniform Securities State Law Exam Series 63, May 1994
- Uniform Investment Advisor Law Examination Series 65, August 1996
- Licensed for Life, Disability, Variable Life/Annuity and Long-Term Care Products