Jennifer Davis, CFP®​

Designations ​

• CERTIFIED FINANCIAL PLANNER™ professional​

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Work Experience ​

• Joined MAI in 2024, bringing 12 years of industry experience​
• Previously worked at Halpern Financial, Inc. where she was Head of Planning​
• Provides planning expertise covering a variety of topics including cash flow planning, debt reduction, insurance analysis, tax management, retirement projections, and retirement income security planning​

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Life Outside of MAI ​

• Lives in Maryland with her husband and three young sons
• Enjoys being active, reading, and exploring the great outdoors with family and friends​
• Volunteers at the local elementary school with her spare time​​

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Education​

• University of Maryland, B.S. Finance​
• Georgetown University, School of Continuing Studies, Certificate in Financial Planning​