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...

Jen Joyce

Executive Assistant

Jennifer Joyce was born in Annapolis, Maryland. She then moved with her family to Tampa, Florida at the age of 10. She attended The Florida State University from 2010 to 2014 and graduated with her Bachelor of Science in Criminology...

Karen Lewis