Meet Our Team

Jennifer Cooper

Client Service Manager

Direct: (512) 290-9026

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About Jennifer

Jennifer joined PlanWise in 2017 with over 20 years of experience in the financial services

I’m Jennifer Cooper and I am the glue that holds it all together. At the office or at home, my organizational skills far exceed most folks. Some may call it being OCD, but I prefer to chalk it up as being ready for any situation. Growing up in Recluse, WY, a small community 35 miles from Gillette, I was taught at a very young age that you must be prepared for anything. After all, Recluse was named due to its remote location. The long cold winters, frequent blizzards, and hot summers taught me to be prepared to weather any storm. This mentality has served me well in my lifetime.

 

After attending the University of South Dakota in Vermillion, SD, I moved back to Gillette, WY and at the age of 19 I began a long and fulfilling career in the financial planning industry. I worked for Piper Jaffray as a cashier and sales assistant and then a registered sales associate before moving to First Interstate Wealth Management where I spent 14 years of my career. Life’s twists and turns brought me to my new home - Austin, Texas! After accepting my current Client Service Manager position, my teenage daughter, Makenzee, and I arrived in Austin in 2015 and haven’t looked backed since.

 

I hold the FINRA Series 7 and Series 63 registrations through Commonwealth Financial Network® and am continuously striving to remain ahead of the information curve in an ever-evolving industry. I enjoy taking care of our clients and keeping our office running as smoothly as possible. Whether it’s helping clients, organizing the office, creating processes, or organizing our quarterly volunteer events... my job encompasses a variety of fun, rewarding tasks. 

 

When I’m not working, I enjoy spending time with my husband, Jamie, and my daughter, Makenzee.  We love riding in our Jeep, spending time with our Austin Jeep People (AJP) community, taking classes at our gym, and hauling around our three pups Jax, Bella, and Izzy on our next family adventure. Our dream is to buy acreage and move to the country where our dogs can roam, and we can enjoy all that Texas Hill Country has to offer.

Jennifer is also known as

The Glue That Holds It All Together

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, LA, MA, MD, MI, MN, MS, NJ, NM, NY, OK, PA, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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