Biographies
Firm Partners
J. Michael Jensen, M.S.F.S, CFP, CFSB, AEP
Managing Partner
J. Michael Jensen, M.S.F.S., CFP, CFBS, AEP, has a Master of Science in Financial Services (MSFS) from The American College in Bryn Mawr, PA, a CFP (Certified Financial Planner) designation from The College for Financial Planning in...
Jeff Anderson, CFP®
Managing Partner
Jeff grew up in the Northeast just outside of Boston, MA. He attended the University of Massachusetts where he attained his Bachelor’s Degree in Business with a double concentration in Finance and Marketing. Jeff is an instructor...
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Support Staff
Karen Lewis
Executive Assistant
Karen Lewis was born in raised in Utica, NY. She attended Mohawk Valley Community College before moving to Florida, and has been working with Michael Jensen since 2004. When Karen isn't working she may be traveling the Caribbean on a...