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Client Service Associate

Jennifer Burleson

  • ChFC® CLU®
My goal is to provide value-added services for our clients.

Background

Jennifer joined Paradigm Financial Advisors as a Client Service Associate in the Spring of 2021. Jennifer is responsible for assisting the Wealth Management teams with operations as well as providing proactive, value-added service to PFA clients. Prior to joining our team, Jennifer worked as a Customer Service Supervisor and Consumer Loan Credit Analyst at State Farm Bank.  Jennifer received her Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri St. Louis and a master’s degree in Business Administration from Webster University. Jennifer also achieved her ChFC® and CLU® designations from The American College.