Meet Jennifer
Jennifer Mlynar is a Paraplanner based in Franklin Lakes, New Jersey.
Jennifer joined Carson Wealth in September 2019 as Paraplanner. She completed her undergraduate degree at Ramapo College in 2018 and majored in business management with a minor in international business.
After completing her undergraduate degree, Jennifer earned her MBA from Ramapo’s Anisfield School of Business. Prior to joining the Carson Wealth team, she learned the ropes of digital marketing and product development at a small office supplies company in Fairfield, New Jersey. Jennifer holds her Life and Health Insurance licenses through the State of New Jersey.
Her duties at our office include:
- Handling all incoming and outgoing client correspondence connected with financial planning
- Assisting in administrative duties in the creation of WealthMatch Financial Plans
- Assisting in research on financial planning issues
- Evaluating all financial planning software
- Helping each client with any client service needs
- Incorporating client priorities and goals into their financial plan
- Helping perform Roth conversion and distribution planning analyses
- Assisting with insurance reviews and pulling and analyzing quotes as needed
