Meet Jennifer
Jennifer joined Carson Wealth in September 2019 as a Paraplanner. She earned her undergraduate degree in business management with a minor in international business from Ramapo College in 2018. Continuing her education, she went on to earn her MBA from Ramapo’s Anisfield School of Business. Before joining Carson Wealth, Jennifer gained valuable experience in digital marketing and product development at a small office supplies company in Fairfield, New Jersey. She also holds her Life and Health Insurance licenses through the State of New Jersey.
In her role, Jennifer handles all incoming and outgoing client correspondence related to financial planning and assists with administrative duties in the creation of WealthMatch Financial Plans. She conducts research on financial planning issues, evaluates financial planning software, and helps clients with their service needs. She also plays a key role in incorporating client priorities and goals into their financial plans, performing Roth conversion and distribution planning analyses, and assisting with insurance reviews by pulling and analyzing quotes as needed.
Outside of work, Jennifer is a dedicated sports fan and enjoys staying active. Whether it’s cheering for her favorite teams or engaging in recreational sports, she brings the same passion and dedication to her hobbies as she does to helping clients achieve their financial goals.
Jennifer Mlynar is not affiliated with Cetera Advisor Networks, LLC.