Jennifer Yeaton CLF®

Director of Business Development

In perfect congruence of words and actions, blue sky thinking and strategic concepts, and decision-making and delegation, Jennifer Yeaton is someone who identifies opportunities and leverages resources to achieve success.

With over a decade of financial service experience, Jennifer has developed keen insights into what it takes to exceed clients’ expectations and inspire the advisors in the firm to do the same. Her passion for helping individuals and organizations identify goals and create sound financial strategies to meet those goals serves as a wellspring of inspiration throughout the firm. From relationship management to recruiting, teaming and training advisors, business development and marketing, Jennifer ensures the firm’s focus remains steadfast on service.

Jennifer received her Chartered Leadership Fellow designation from the American College. She and her wife Carrie live in the Northside with their teenage children, Benjamin, and twins, Thomas and Madeline. The family loves to travel, support professional sports teams, and giving back to help others in their community.



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