Jennifer L. Laucks
“It is as important to preserve one’s wealth as it is to accumulate it. A broad strategy must be developed that encompasses all aspects of one's financial situation so that insurance needs, taxation, and estate planning all compliment investment management.”
Jennifer's function at Delta is to assist the advisors in meeting their clients' objectives. She is responsible for training, quality control, and also collaborates with advisors on financial planning and financial strategies as well as investment research and portfolio design.
Jennifer joined the Delta team in 2002 after moving to North Carolina from Wisconsin..Originally from Michigan, Jennifer received her Bachelor’s degree from Michigan State University.
Her experience working for Bank One Trust while living in Green Bay, Wisconsin provided the opportunity to use all aspects of financial services. She assisted clients with more complex financial needs and helped them build a bridge to the next generation.