“The key is in having a destination,
a flight plan, and a compass”
— STEPHEN COVEY
Cardinal Compass is a boutique-style financial management firm focused on client service and comprehensive, personalized planning. Our most important job is truly understanding who our clients are and what they want to accomplish. We help create, nurture, and protect wealth in the most effective manner possible.
By ensuring that clients’ assets are aligned with their goals and organized according to their highest priorities, we can build plans that are tailored to their lives. Putting the strategies and processes in place to help clients pursue financial success allows them to focus on the things that matter most to them – their passions, businesses, and families.
We provide the research, resources, and expertise to create customized strategies, and collaborate with skilled professionals in a wide array of specialties to find distinct solutions. We help clients see the impact of the financial decisions they make on their long-term objectives, and make adjustments as needs and priorities change.
At Cardinal Compass, we are committed to providing clear, objective guidance to help clients navigate through the complexities of life and stay on track toward their visions. We provide the compass, giving clear direction to meet the challenges of an ever-changing world. Financial success is not a destination, it’s a journey.
After a decade of advising clients, Jennifer founded Cardinal Compass Wealth Management with the goal of providing clients with the guidance and advice they need to make the best possible financial decisions for themselves. She is dedicated to providing effective, unbiased planning, customized to her clients’ unique lives and dreams.
Originally from Louisville, KY, Jennifer graduated from Vanderbilt University with degrees in Mathematics and Psychology. By helping her clients make important financial decisions, she is able to apply her passion for finding solutions and helping people on a daily basis.
Outside of the office, Jennifer is dedicated to her community, proudly serving on the Board of Directors of the Denver/Boulder Better Business Bureau, and formerly serving as a Director of the Rocky Mountain MS Center and as Business Clinic Chair of the Cleantech Open Rocky Mountain Region. She lives in Denver, Colorado and enjoys hiking, snowboarding, and spending time with friends and her dog, Ricky.
Jennifer holds her FINRA Series 6, 7 and 63 registrations with LPL Financial, her Series 65 registration with Trilogy Capital, Inc., as well as Life, Health, and LTC licenses.
501 S. Cherry St.
Denver, CO 80246