Jen's Bio
Jen joined Perigon Wealth Management in 2025 following its acquisition of Gitterman Wealth Management where she had been a key member of the firm since 2003. As a Senior Finance Operations Associate, Jen supports billing and revenue operations, tax and entity coordination, vendor management, and finance integration initiatives across the firm. She is passionate about building efficient processes, supporting strategic growth, and creating scalable operational solutions that enhance both advisor and client experience.
Jen holds her FINRA Series 7 and Series 66 licenses.
She resides in South Carolina with her husband and son, along with their dogs, Daisy and Duke, and cats, Woody and Buzz. Outside of work, Jen enjoys spending time with her family, attending car races, visiting Disney, reading, and relaxing on the beach or at the pool.