Jennifer N. Phinney

Jennifer N. Phinney

Director of Client Services

Jennifer Phinney is responsible for facilitating the day-to-day operations of Powder Point Wealth Management.  Her responsibilities include, but are not limited to, assisting with client requests and inquiries, preparing and processing investment account paperwork, and coordinating client meetings.

Prior to joining Powder Point Wealth Management, Jennifer worked for Hokanson Insurance Agency as a COBRA Administrator.  In her role, Jennifer applied her knowledge of COBRA/HIPAA laws in order to process elections and open enrollments.

Jennifer lives in Pembroke with her husband Scott and two sons Zachary and Joshua. Jennifer enjoys spending time with her family, skiing, and watching her sons play sports.   

Phone (774) 231-0500 (ext. 208)