Jennifer Rath, Financial Services Coordinator
As the financial services coordinator, Jennifer serves as the firm’s “ambassador,” welcoming clients, answering their questions, administrating client requests, and processing account service requests. Jennifer is efficient, responsive, and organized.
After earning a BS from the University of Wisconsin-Stout in Menomonie, Jennifer became a registered sales assistant at UBS, a position she held until joining Harmon & Hartmon in 2007. Jennifer is also a registered assistant and holds her Series 7 and Series 63 securities registrations held through Commonwealth Financial Network®.
In addition to providing our clients with personalized and attentive service, she also manages the day-to-day operations of the office and assists Linda Harmon and Colleen Hartmon Bollom with compliance matters.
Jennifer is a responsible and valuable resource to our clients and is a valued member of our team.