Jennifer Smith

Client Relationship Associate

Falmouth, Maine

Jen maintains open lines of communication with clients as their primary point of contact. She also collaborates with other departments to ensure client requests are satisfied.
Throughout her career prior to joining EP Wealth Advisors in 2024, Jen has been attracted to roles that require compassion, attention to detail and problem solving. Her most recent position at Gather Financial® Planning deepened her knowledge of the financial planning process and fueled her passion for helping people and forming relationships. Before moving to Maine, Jen applied her abilities to communicating with clients, families and defense attorneys as Operations Manager at a small law firm specializing in asbestos litigation. Before that, she worked with Alzheimer's clients and assisted mentally disabled adults in finding work.
Jen holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation.
Spending time with her two adult children and her fiancée are special pleasures for Jen. She also enjoys cooking and baking, playing board games and watching true-crime shows. Mostly, she loves sitting on her porch, reading in her rocking chair, enjoying Maine and living "The Way Life Should Be."