Nationwide (866) 617-2900

Jennifer Rossi

Chief Administrative Officer
Director of Operations

20 years of tax and investment operations experience

Jennifer Rossi is a co-founder of the firm and has served as the Director of Operations since inception.

Prior to joining the firm she worked at the tax practice of Allen Nahrwold, CPA and at the tax practice of Bernard & Stallman, CPAs.

Education

  • American College
    Chartered Financial Consultant (2022 candidate)
  • Bachelor of Science in Business Administration
    University of Phoenix

Jennifer has also taken wealth management courses and studied wealth management issues offered at the following institutions:

  • American College
  • Kinder Institute of Life Planning

Professional Accreditation

  • Investment Advisor Core Compliance Certificate

Focus

Operations represent the “works” part of our firm’s name, Intelligent Capitalworks.

In our operations, our teams work to successfully manage the daily, weekly, monthly and quarterly workflows related to your financial life, your financial plans, and your investment and retirement accounts.

These workflows help ensure that the focus of our activity is on you ‒ the roadmap that helps address your needs, vision and aspirations; the goals you have set out to achieve; the processes that help balance your risks and make your goals more achievable; understanding scenarios that might unfold for you; and measuring and evaluating your progress, and adjusting as may be necessary along the way.

Our operations, regulatory compliance, client planning, portfolio management and client service teams all combine every day to create robust and frequent oversight of our clients’ planning efforts, investment operations and progress toward achieving their goals.

Taken together, our operations or “works” on your behalf, help contribute to the more intelligent management of your capital and financial life, and always try to position you in your place of greatest potential. Our teams and “works” reflect that in our culture.

Hire a trusted team of board-certified financial professionals with breadth and depth-of-field, so you can focus on your life, not these jobs.

Speak with an advisor (866) 617-2900

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Your team will take the lead and free you to focus on the big-picture of your life.