“I am a list person. For me, organization helps me feel more in control of my day and everything I want to accomplish for our clients.”
Jennifer Rath firmly believes the personality trait that helps her successfully perform her responsibilities at Lumitas Wealth Strategies is organization. Fortunately for our clients, Jennifer excels in this area.
The Lumitas Wealth Strategies team is deeply committed to helping bring order to your financial life by assisting you in getting your financial house in order—at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow.
As the Director and Finance Administrator, Jennifer’s organizational skills are put to work every day in collecting and analyzing data for client Financial Goal Plans as well as providing technical support for Lumitas. Our team and our clients find Jennifer to be efficient, responsive, and highly organized.
Jennifer brings more than 20 years of experience in the financial services industry to our team and clients. Before joining Lumitas Wealth Strategies, Jennifer was an integral part of the Harmon & Hartmon Financial Group since 2007. Before her years at Harmon & Hartmon, she worked at Piper Jaffray and UBS Financial Services.
Jennifer earned a bachelor’s degree from the University of Wisconsin-Stout in Menomonie. She is also a registered assistant and holds her Series 7 and Series 63 securities registrations through &Partners.
Exploring new destinations is one of Jennifer’s passions, and some of her favorite spots include Scotland and Hawaii. Checking out the beauty of the Oregon coast and Washington State are on her list of must-see destinations. In addition to traveling, Jennifer’s hobbies include camping with family, reading, DIY projects, and attending her son’s various sports activities.
