Jennifer Baham, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Joined MAI in 2024 as a result of the acquisition of Harbor Wealth Management (HWM)
• Was responsible for overseeing the planning department, preparing financial plans, ensuring on time delivery and reviewing efficiencies
• Served as an analyst and member of the investment committee and is actively involved in investment analysis, portfolio management, securities trading, client service, and working with prospective and new clients
• Worked at a local Ameriprise Financial office for 9 years as Operations Manager and Financial Planning Coordinator prior to HWM

Life Outside of MAI 

• Member of the Boulder County Estate Planning Council
• Enjoys traveling, hiking, and spending time with her husband and son

Education

• University of Colorado Boulder, Bachelor of Arts in Kinesiology and Applied Physiology

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.