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Jennifer Dagnal

Jennifer Dagnal

Client Service Coordinator

Jennifer, the newest member of the team, joined in August 2021. In 2018, Jennifer graduated from John Carroll University, near Cleveland, with a degree in Finance and Business Administration. She worked in corporate finance for over three years as a Treasury Analyst at Howmet Aerospace Inc. and Arconic Corporation in Pittsburgh where she specialized in cash management, AR securitization, and corporate pension planning. Her desire to help people on an individual basis and her growing interest in personal finance inspired her to leave her role at Howmet and work in the family business.


Jennifer plays a key role on our team by supporting the needs of our valued clients and helping with the day-to-day activities. She belongs to the Financial Planning Association and is actively working towards obtaining for her FINRA Series 7 General Securities, Series 66 and Life, Accident, and Health certifications. When not at the office, Jennifer enjoys the local restaurants in the Mount Lebanon area where she lives and enjoys playing tennis, a sport she played in college, with her sisters on a weekly basis.