Jennifer Rossi

Chief Administrative Officer
Director of Operations
Vice President
Shareholder
Jennifer Rossi

Jennifer Rossi | Senior Leadership Team

“We have deep, lifelong client relationships. We’ve worked for most of our clients for so long that they are part of our family and we are part of theirs. We’ve lived through the ups and downs and ins and outs of each others' lives. I think our clients recognize that what we all have here at Intelligent Capitalworks is extremely rare.”

Jennifer Rossi is the Chief Administrative Officer and Director of Operations for Intelligent Capitalworks and a member of the firm’s Operating, Investment Management and Risk Committees.  Prior to joining the firm, Jennifer worked at the tax practice of Allen Nahrwold, CPA and the tax practice of Bernard & Stallman, CPAs as a tax preparer.  Jennifer serves on the wealth management team for all client engagements.

Background

Jennifer received her BSBA from the University of Phoenix and is a 2022 candidate as a Chartered Financial Consultant from the American College.

When she is not working with her husband, she enjoys traveling with him and spending time together with their first grandchild and five adult children, especially their youngest son who will be commissioning as an officer from the United States Naval Academy in the Class of 2023.

Professional Accreditation

  • Investment Advisor Core Compliance Certificate

Education

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

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

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