Meet the Team

Jennifer Doak brings over 15 years of experience supporting individuals and families as they navigate complex financial decisions with clarity and confidence. At WealthGen Advisors, Jennifer plays a key role in strengthening the client planning experience—helping ensure that financial strategies are thoughtfully implemented and that clients remain aligned with their long-term goals. She is known for her relationship-driven approach and her ability to bring organization, structure, and follow-through to the planning process.

 

Prior to joining WealthGen Advisors, Jennifer worked with Charles Schwab and Fidelity Investments, where she collaborated with clients on investment management and comprehensive financial planning strategies.

Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Wealth Strategist® designation, further enhancing her expertise in advanced planning. She earned her Bachelor of Science in Business Administration from The Ohio State University Fisher College of Business.

 

Jennifer lives in Sarasota with her husband and their two young children. She is passionate about helping clients feel more confident, organized, and at ease in their financial lives.