Jen Lake
CFP^®
Advisor
E-mail

Successfully crossing the finish line is in Jen’s DNA. In addition to having a degree in mathematics and being a Certified Financial Planner®, Jen is a former All-American Track & Field athlete of the University of South Carolina. She combines her expertise and commitment to follow-through to help clients successfully cross their own personal finish line into retirement. Jen thoughtfully analyzes each client’s situation to create optimal planning and investment management solutions. She supports multiple wealth managers at the firm and works directly with clients to help implement recommendations. Jen’s goal is to make clients feel confident and assured that BDF is on top of both the big picture plan as well as the minute details that are critical to ultimate financial success.