People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"My goal is to make the clients' tax seasons as stress-free as possible."

Jennifer Stevens, MSA

Associate Wealth Advisor

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Jennifer is an Associate Wealth Advisor at The Colony Group. She supports a team of wealth advisors as they serve clients, including financial planning, investment management, and tax planning for high-net-worth individuals and families. Her passion for finance and helping people spurred her interest in pursuing a career in the wealth management industry.

Jennifer previously served as a Tax Associate with Bridgewater Wealth & Financial Management. She earned a Master of Science in Accounting and a Bachelor of Science in Economics and a Bachelor of Arts in Criminology from American University. She also studied abroad at Trinity College in Dublin, Ireland.

Jennifer has actually eaten ice cream with both Ben and Jerry of Ben and Jerry’s!