Jennifer Kauffman joined Asset Management & Planning in January 2013 to open the office in Charlotte, NC. She brings more than eight years of experience in managing investments and client relationships to the team. She started her career with Morgan Stanley in Lancaster, PA, and moved to North Carolina in 2006 where she worked as an investment consultant for TD Ameritrade.
Born and Raised in Bedford County, PA, Mrs. Kauffman is a graduate of the University of Pittsburgh. She lives at Lake Norman with her husband, Fred and son Ethan and enjoys music, yoga, and being on the water.