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Keith M. Lichtesien David Dorow Chris Bame Jennifer Baum Karen Montgomery Karen White

Jennifer Baum, ChFC®

Once a client makes a decision, Jennifer is accountable for its timely, accurate and thorough execution. With over 16 years of financial services experience and seven with Resource Strategies, clients appreciate her ability to combine a personal knowledge of their needs and preferences with the technical aptitude to get things done. Speaking frequently with clients, Jennifer’s familiar voice and professionalism is a source of comfort and confidence for all who work with Resource Strategies.

• Cum Laude graduate with a Bachelor of Science in Business Administration (Double Major: Finance & Insurance Risk Management), University of Florida, Gainesville
• Chartered Financial Consultant (ChFC®) Professional Designation awarded by The American College, Bryn Mayr, Pennsylvania
• Currently pursuing Certified Financial Planner™ (CFP®) designation
• Securities Licenses 6, 7, 24, 51 & 63

A third-generation Ohioan, Jennifer and her husband Steve are proud parents of their son Jacob.