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Jennifer Greer
Legal Assistant
As Legal Assistant, Jennifer provides administrative support to the firm’s attorneys. Her duties include serving as Notary and witness for document signings, preparing and finalizing Plan Letters and Roadmaps for clients going through the Life Planning process, scheduling appointments, and managing client matters. Since joining the firm in 2019, Jennifer has worked in a variety of roles. One of the things she appreciates most about her job is the freedom employees have to bring new ideas to the table.