Jennifer Specter, MA

Shareholder - Chief Operations Officer & Chief Compliance Officer

Jennifer has over two decades of experience in the financial services industry, including more than 10 years with Schwab Advisor Services in a variety of roles. She worked with Cruz Consulting Group as a consultant to financial advisory firms on business management topics before she joined SFG where she manages business operations and is responsible for the firm’s overall productivity and efficiency. She enjoys concerts, wine tasting, hiking, golfing, and traveling with her husband. Her family includes two rescue pups. She received her B.A. from U.C. San Diego and her M.A. from Northern Arizona University.

Jennifer Specter, MA

Master of Arts - Psychology
Bachelor of Arts - Psychology

Years of Experience

27 years

Favorite Art Style


How I live the Four Capitals

I try to follow these strategies: save automatically by having funds auto-deposited into a retirement account; save for emergencies; pay off high-cost debt; and keep within a planned budget.

I’ve always been very physically active through sports. I enjoy golfing and will frequently walk the course instead of taking a golf cart. I also enjoy working out on a regular basis with my husband and my co-workers. I also like taking my dogs for hikes and walks. I’m mindful about drinking a lot of water and eating fruits and vegetables on a daily basis.

It is challenging to find a sense of calm but I find that yoga helps. I try to focus on the positive things in my life. Staying physically active and intellectually engaged are also important to my psychological well-being.

I enjoy learning about new things whether it be through books, travel, conversations with others, or new experiences.

Why I enjoy working at SFG

I like working with our motivated and energetic team. We have a great culture and camaraderie.