Financial Planner & Administrator
Jennie joined the Hotaling team in November of 2019 as an administrator and has doing financial planning work since the start of 2021. She works closely with our clients and investment advisors, while supporting the firm’s compliance, operations and administration; helping others is at the core of her work. She is a commissioned notary public in the state of Pennsylvania and is excited to be pursuing her CFP® certification to offer better support to her community.
Prior to joining Hotaling, Jennie worked for Target in Exton, PA. There, she spent two years leading and managing operations for the Starbucks and Consumables teams and one year behind the HR and scheduling desk. She was a part of district level, multi-store compliance training and supervision initiatives and spent time liaising between stores in both her Starbucks and HR capacities. Discovering a passion for human resources and administrative responsibilities, she found a home at Hotaling.
Jennie holds a Bachelor of the Arts from Hamilton College with an interdisciplinary degree in Religious Peace and Conflict in the Middle East and a minor in Theatre. She returns to her upstate New York alma mater each year to assist with orientation and lead freshman wilderness trips into the Adirondack State Park.
A native of Chester County, Jennie now enjoys working and living in Delaware County. Outside of work, she enjoys traveling, singing, reading, and connecting with nature through camping and kayaking.