Jennifer Bacarella, AIF®, CWS®, Director of Firm Development
As a member of the Executive Committee at Sigma Financial Corporation and the Director of Firm Development, Jennifer oversees the day to day operations as well as maintains the firm’s rep relations. Jennifer started working at Sigma Financial in 1994 and since that time has taken on a proactive relationship manager role with the representatives allowing her to interact in the lives and businesses of the firm’s successful advisors. This role has proven over the years to create a firm with one of the lowest turnover ratios in our industry. Her interaction and attention to detail has instilled a mindset for Sigma’s 700 representatives that they have access to a member of the Executive Committee at the broker dealer. These efforts and leadership she has displayed are carried throughout the firm not by just Jennifer but all of Sigma’s management team and staff. Sigma has been the recipient of numerous industry accolades and awards throughout the years as a direct result of her dedication and drive for superior customer service.
Jennifer earned a Bachelor in Finance degree from Siena Heights University in 1996 with an Accreditation in Management. In addition to her duties at Sigma, she enjoys actively working with clients as a wealth consultant helping individuals, families, and small business owners with their planning and investing needs. Prior to joining Sigma, she was involved in personal financial planning as a representative of Robert Thomas Securities, an affiliate of Raymond James Financial.
- Jennifer has been a board member of the International Association for Financial Planning, Southeast Michigan Chapter, for two years prior to the Financial Planning Association (FPA) being formed. From 2002 through 2011, Jennifer held various board roles including President at the FPA.
- Jennifer holds the Series 7, 24, 63, 65 and Life Insurance licenses
- As a Certified Wealth Strategist (CWS) designation recipient, Jennifer has found that financial needs, values, goals and dreams are very different from one person or family to the next which is why she addresses these issues utilizing a customized, comprehensive and disciplined approach for which this designation was founded on.
During her spare time, Jennifer enjoys photographing her family and documenting their adventure on their family blog, as well as, taking on a limited number of photography sessions for family and friends.