Jennifer Betz
Partner, SIMA Wealth Partners
Jennifer is an Investment Wealth Partner with a more than ten-year history in investment management and financial services with SIMA. Over her tenure, Jennifer has been an investment advisor and wealth manager to individual family clients, successful entrepreneurs, and senior corporate executives. She works with clients to develop customized and comprehensive solutions designed to optimize the preservation and enhancement of their financial legacies. She is responsible for creating and implementing financial strategies, asset allocation modeling and analysis, portfolio construction, investment research and due diligence.
A graduate of James Madison University, Jennifer holds a Bachelor’s degree in Business Administration and continued postgraduate study in fields of investment, insurance, taxation, retirement and estate planning at Virginia Commonwealth University. She is currently pursuing the CFP® designation and holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.
