jennifer-jen-rose_892076aa978c4a08a6737b1738272b01

Jennifer (Jen) Rose

Financial Planner

MBA, CLU®, ChFC®, RICP®

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, College Funding Strategies, Estate Planning, Business Succession Planning, Risk Management Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Strategies, Financial Education

English

Jen, a managing partner of True North Advisors, LLC.  Jen grew up in Northern Virginia but moved to Richmond for college in 1988 and has never looked back.  She is a graduate of University of Richmond for both her undergraduate degree in 1992 and a Master of Business Administration in 2002.  She has her Life and Health, FINRA (www.finra.org) Series 7, Series 63, Series 66 and Series 24 licenses as well as her CLU® and ChFC®.

She entered the financial services industry in 2006 and started her practice, True North Advisors, LLC with her husband in 2009.  True North Advisors, LLC works with clients to develop full comprehensive financial plans and help clients with strategies for both college funding and retirement planning.

Jen and Frankie taught their first college funding workshop in 2008 and have been serving many of the area schools in Hanover, Chesterfield and Henrico for over 11 years.

She is married to Frankie Butler and they live in the Hanover area of Richmond and enjoy spending time with their children Alex, Madison, Ethan and Trevor.  Alex is married to Monroe and Jen and Frankie are now proud grandparents of Remy and Sonny.

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CRN202302-278337

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True North Advisors

4551 Cox Rd, # 215 Glen Allen, VA 23060
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True North Advisors Office