This summer has been a very productive one, as we have two new additions to your Halpern Financial team! We are excited to expand our capacity to provide even more personalized service to you.
Jennifer Davis, CFP ®
Planning Consultant as of August 2015
Next time you are set to review your retirement plans or college savings projections, you may be speaking with our newest addition, Jennifer Davis (not to be confused with Jennifer Wood, our Office Manager). She is an experienced Certified Financial Planner™ professional who holds an Executive Certificate in Financial Planning from Georgetown University and a degree in Finance with a minor in Philosophy from the University of Maryland. We look forward to her fresh ideas and expertise as we expand and develop our financial consulting team.
Communications and Public Relations Coordinator as of June 2015
You may have already noticed Carla’s name on a few emails updating you on recent news from Greece and China, and now you can look forward to even more analysis from the Halpern perspective on what important market events mean for you. A former editor of investment newsletters and freelance writer, Carla has a passion for making financial topics interesting and easy to understand. She has a hand in everything from press liaisons to client deliverables, and promotes Halpern’s brand through a range of media outlets. She holds an English degree with a minor in Spanish from the University of Maryland.
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