Jennifer Van Mater
Director of Client Services
Jen joined the financial services industry in 2006 when she began a decade-long employment with our custodian, LPL Financial. During her tenure at LPL’s headquarters, Jen specialized in various aspects of the industry including managed account operations, billing, team training, succession planning and client services. From there, she took her knowledge of LPL’s policies and procedures to Mariner Advisor Network where she served as a virtual Administrative Operations Manager. It was in this role that Jen and Transformation Advisory Group were acquainted and began working together. Today, Jen has joined the team full time to provide the white glove service our clients have grown accustomed to.
Jen lives in the Southern California mountains with her husband and three children. When not working, Jen can be found gardening, camping or enjoying time with her kids engaged in their differing interests.
