Jennifer Hicks, CFP®
Wealth Manager & Employee Owner
After Jen’s volleyball career was cut short by injuries during her time as a Division I athlete, she was thrilled to find a new team at LNW. She was drawn to the leadership and values cultivated by LNW Managing Partner Deb Wetherby that remain today. She continues to use the drive for excellence that made her a successful athlete in pursuit of helping clients reach the goals that matter most to them and their loved ones.
Jen began her career with internships at AG Edwards and a CPA firm, and these experiences were useful when she stepped into an operations associate role. Soon after, she began to work directly with clients and, after three years, she became an investment associate. Jen was promoted to wealth manager in 2015. She believes the best way to provide value is to think holistically, and her experiences in operations and investment planning are useful every day in her client interactions.
- CERTIFIED FINANCIAL PLANNER™ professional
- 21/64 Certified Advisor
- MBA, the University of the Pacific
- B.S. in Business Administration with a focus on Finance and Business Law, the University of the Pacific
- Pay to Playground Coordinator, Glorietta Elementary School in Orinda
- Conference Committee, Financial Planning Association of Northern California
Spending time with her husband, Trevor (who also happens to be LNW’s Chief Technology Officer), and their three children. Coaches volleyball teams and continues to play for fun. Enjoys traveling, trying to explore at least one new destination each year — highlights include Bora Bora, Germany, The Netherlands and Argentina.
