Jennifer brings 20 years of financial industry experience and a genuine passion for helping families feel confident about their future. She loves getting to know what matters most to each client and offering guidance that reflects their goals and values.
Jennifer spent 15 years as a Wealth Associate, building strong relationships and learning what clients truly need. Today, she combines that experience with her advisory expertise to guide families through life’s big moments and market changes with clarity and care. Passionate about preserving and growing wealth for generations, she proudly continues the Lai Wealth Management Group’s legacy of trust, founded by Vivien Lai.