Jennifer Rossi, ChFC®

Chief of Staff
Client Relationship Manager
Senior Leadership Team
Jennifer Rossi

Jennifer Rossi, ChFC®

“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 of Staff and Client Relationship Manager for Intelligent Capitalworks.  She is a member of the Senior Leadership Team 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.

Jennifer Rossi | Professional Accreditation

  • Chartered Financial Consultant®
  • Investment Advisor Core Compliance Certificate

Jennifer Rossi | Education

  • Chartered Financial Consultant
    American College
  • Bachelor of Science in Business Administration
    University of Phoenix
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