Client Service Associate
Jen Roton
Client Service Associate
Jennifer (Jen) Roton joined Hall Financial Advisors in June of 2016 as an Administrative Assistant. Her current role as Client Services Associate includes working directly with Financial Advisor, Rob Blasczyk. She possesses expertise in the realm of family financial planning.
Prior to joining Hall Financial Advisors, Jennifer worked in various physicians’ offices over a period of 16 years as a receptionist, then later as an insurance and patient billing manager.
More About HFA's Client Service Associate
She was born and raised in the Mid-Ohio Valley and currently resides in Parkersburg with her husband, Travis, and children, Jackson and Lundy.
Jen is active in her church, alongside her husband, who is a local elementary school teacher. She enjoys spending time with her family and friends, reading, and watching her children who are involved in a variety of school and extracurricular activities.
Family Financial Planning: Jen Talks About Foster Financial Values in Your Family
As an experienced Client Service Associate and dedicated mom, Jen Roton has a unique perspective to offer when it comes to fostering financial values in your family.
Over the next two decades, trillions of dollars will change hands in the “great wealth transfer." This shift presents a huge opportunity to consider the values you wish to impart to your family’s financial legacy. It's important you and your loved ones consider family financial planning services.
If you're unsure where to start, reach out to one of our trusted advisors and CERTIFIED FINANCIAL PLANNERS™ so we can help to identify values, set goals, and put a plan into action.
Listen to Jen talk more about wealth transfer: financial literacy and family values.
Contact Our Marietta or Parkersburg Offices Today
At HFA, we offer the following family financial planning and wealth transfer and management services: Advisory Services, Retirement Planning Services, Equity Investments, Fixed Income, Estate Planning Strategies, Education Planning, CPFA™ Certified, Access To Lending Services, and Client Confidentiality.
We serve clients from the tri-state region (West Virginia, Ohio, and Pennsylvania). Contact our Marietta and Parkersburg offices today!