Our Florida-based Team
Jennifer Trowbridge – ChFEBC
Jennifer is a Florida native and resides in Boca Raton. Her retirement planning and insurance services focus on helping clients achieve the retirement they want through safe and strategic retirement planning options.
With more than 20 years in the retirement industry, Jennifer specializes in and continually educates herself on the latest tax changes. In doing so, she makes sure that her clients are always in the best tax-saving position.
Jennifer loves her job and having the opportunity to be part of her clients achieving their retirement goals. Talking taxes and retirement doesn’t have to be complicated and Jennifer will make you feel at ease discussing your future. Jennifer communicates in a manner that aligns with your level of understanding.
She firmly believes that it’s not about how much your money grows, but how much you get to put in your pocket that really counts.
Outside of the office, Jennifer has a passion for missions work in Colombia and serving with the homeless.
With more than 30 years’ experience in finance and accounting, Stephen specializes in advanced tax-planning strategies, asset preservation, and retirement planning.
Stephen helps clients understand their benefits and how to maximize their retirement income. Plus, he gives his clients a wealth of info to help them make informed retirement planning decisions for their families.
In addition to meeting with clients, Stephen hosts educational retirement and taxation workshops around the country.
Stephen spends his time outside of work with his wife of nearly 30 years, Pamela, and their daughter Angel. Like his commitment to helping others, Stephen’s commitment to being in the best shape possible requires dedication and persistence. This means that you can often find him pressing weights at the gym, getting some cardio in, and maintaining a low-carb diet.