Jennifer Tripoli

Account Service Manager

The uniqueness of each client and their individual goals is what Jen Tripoli loves about her job more than anything. As a problem solving specialist who loves the challenge of finding the right solutions for people, Jen provides a detailed approach to account services that makes her clients feel right at home.

Jen is passionate about exceeding people’s expectations and she strives to make each client feel like they are number one. Following the firm’s life planning approach to financial planning, Jen takes time to get to know her clients and their personal goals and interests. She believes this dynamic is what truly sets Retirement Visions apart and what makes the firm so valuable to people who are considering retirement planning in the West Hartford area.

Jen has more than 15 years of experience in financial services and has been working with Retirement Visions since its inception. She has been in her role as Account Services Manager since 2012 and acts as a liaison between clients and their financial advisor. Jen is the go-to for all operational details of client accounts and makes sure the office runs with the utmost efficiency on a day-to-day basis.

Jen loves cooking, baking, hiking, and spending time with family and friends, especially her husband Mark, daughter Norah, and their cat. She has a quiet dream to raise a herd of a different kind - ask and she just might let you in on the secret!