Jennifer Rasmussen

Jennifer Rasmussen

Operations and Compliance Coordinator

Jennifer received her Bachelor of Science in Business Management from Cal State San Marcos and earned a graduate level certificate in the Business of Banking from Pacific Coast Banking School. In addition, she received an Executive Leadership Certificate from The Fosters School of Business at the university of Washington. Previously, Jennifer worked in the Community Banking industry for 11 years before transitioning into the insurance industry, and finally landing where her passion is: financial planning. Jennifer understands the importance of teamwork and excels in making sure clients receive outstanding service.


When Jennifer isn’t in the office, she is spending time with family at the river, in the desert, or one of her other favorite places, Disneyland!