Jennifer Stone, CFP®
Managing Director, Executive Advisor
Department: Advisors
Experience: Wealth management since 1994
Jennifer’s passion lies in empowering clients to achieve their financial goals and build a secure future. Her dedication to helping others achieve financial success is fueled by her personal experiences and a genuine desire to make a positive impact.
Jennifer joined the Modern Wealth team in October 2024 via the acquisition of Petso Financial Consultants, LLC. She played an integral part of Petso Financial Consultants, LLC’s success, serving in the roles of president, senior investment advisor, and chief compliance officer. Jennifer joined forces with Dave Petso in 1994 and is excited to be continuing their journey together at Modern Wealth while working out of the Boise, Idaho office.
As a CFP® Professional, Jennifer brings a wealth of knowledge and expertise to her clients. She firmly believes in taking a holistic financial planning approach, considering monetary aspects and unique values, aspirations, and life goals of each individual. By understanding her clients’ complete financial picture, Jennifer creates tailored strategies that align with their dreams and priorities.
Outside of her professional endeavors, Jennifer cherishes her role as a devoted wife and mother to two wonderful daughters. She finds inspiration and fulfillment in striking a harmonious balance between her family life and her passion for guiding others toward financial well-being.