Jennifer Stone CFP®

President & Senior Investment Advisor

Jennifer is the President of Petso Financial Consultants, LLC, a renowned financial advisory firm specializing in holistic wealth management. With a career spanning nearly three decades, she has been an integral part of the firm's success since joining forces with Dave Petso in 1994. Jennifer's passion lies in empowering her clients to achieve their financial goals and build a secure future. Her dedication to helping others achieve financial success is fueled by her personal experiences and a genuine desire to make a positive impact.

As a Certified Financial Planner (CFP®), Jennifer brings a wealth of knowledge and expertise to her clients. She firmly believes in taking a holistic approach to financial planning, considering not only monetary aspects but also the unique values, aspirations, and life goals of each individual. By understanding her clients' complete financial picture, Jennifer creates tailored strategies that align with their dreams and priorities.

As the Chief Compliance Officer, she also oversees the administration and operations of the firm, ensuring the highest standards of professionalism and regulatory compliance.

Outside of her professional endeavors, Jennifer cherishes her role as a devoted wife and mother to two wonderful daughters. She finds inspiration and fulfillment in striking a harmonious balance between her family life and her passion for guiding others toward financial well-being.