Jennifer Dragon

CPA/PFS, CFP®, RICP®, CRPC®
P 972.393.0376 | F 972.393.0327

EMAIL
 

“I feel honored to be able to guide my clients through their second childhood without adult supervision. My goal is to be the last advisor my clients ever have and to provide understanding and peace of mind to each person who walks through the door.

‘Ethics is about how people conduct business every hour of every day’”

 

Awards & Recognition

  • Five Star Wealth Manager Award, 2023

  • Women in Wealth, Fortune Magazine 2023

  • Wealth Managers under 40, Fortune Magazine 2023

  • Dallas/Fort Worth Wealth Manager, Featured in Bloomberg 2024

Professional and Community Activities

  • Volunteer at Children’s Medical Center

  • Junior League of Dallas

  • American Institute of CPAs

Family
Meet our financial advisor, Jennifer, a proud Texas born and raised in the Lone Star State, Jennifer graduated from Texas A&M University, where she earned her degree in Accounting and Master’s Degree in Taxation through the Professional Program of Accounting. She has been working in the financial industry specializing in retirement planning and investment management.

Jennifer is more than just a financial advisor- she’s an active member of her community. She’s involved in the Junior League of Dallas where she volunteers her time to help local charities and organizations. Jennifer also enjoys spending time with her family, traveling, and exploring new cultures.

As a financial advisor, Jennifer understands the importance of building relationships with her clients. She takes the time to get to know each individual, their goals, and their values, to create a personalized financial plan to meet their unique needs. She believes that financial planning is not just about numbers and investments, but also about understanding her clients’ aspirations and helping them achieve their dreams.

Jennifer wants to be a partner with her clients to help them achieve their financial goals.

Education

  • CERTIFIED FINANCIAL PLANNER™

  • Certified Public Accountant (CPA)

  • Personal Financial Specialist (PFS)

  • Retirement Income Certified Professional®

  • Chartered Retirement Planning Counselor℠

  • MS Accounting, Taxation, Texas A&M University

  • BS Business Administration, Cum Laude, Texas A&M University

Business Experience

  • Financial Advisor, Main Street Retirement Planning

  • Financial Advisor, Retirement Planners of America

  • Senior Tax Consultant, Deloitte Tax

  • Client Service Associate, Money Matters