Jennifer is a vice president and retirement plan consultant at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a Financial Advisor. She works with plan sponsors to help them meet their organization’s retirement plan goals. Jennifer helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. She provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Jennifer provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Although originally from Southern California, Jennifer loves living in Tucson for both the closely knit business community and the active lifestyle it provides. When outdoors, she spends time hiking the canyons, cycling around the Old Pueblo and competing in Spartan races throughout the Southwest. In her down time, she’ll be either watching sports with her father-in-law or being entertained by Paxton and Rufus, the Gage family’s two rescue dogs.