Jennifer Mejia

Senior Client Administrator | Washington, D.C. | 703.215.4375

How do I help our clients live a richer life?
I strive to build strong and genuine relationships with our clients in order to assure them that we’re always available to help no matter the situation. I help our clients live a richer life by being a reliable resource for them while working seamlessly with our advisors to fulfill the client’s financial goals.

How do I align my time and money with my values and passions to Live a Richer Life?
Living a richer life means prioritizing experiences that foster meaningful connections, joy, and adventure. It involves investing in activities that positively impact the world and strengthen bonds with loved ones through travel or volunteer work. This alignment enriches life with profound experiences and leaves a lasting legacy of genuine connection and impact.