Jennifer Baham, CFP®

Wealth Advisor, Director

Boulder, CO

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM

 

Work Experience

  • Joined MAI in 2024 as a result of the acquisition of Harbor Wealth Management (HWM)
  • Was responsible for overseeing the planning department, preparing financial plans, ensuring on time delivery and reviewing efficiencies
  • Served as an analyst and member of the investment committee and is actively involved in investment analysis, portfolio management, securities trading, client service, and working with prospective and new clients
  • Worked at a local Ameriprise Financial office for 9 years as Operations Manager and Financial Planning Coordinator prior to HWM

 

Life Outside of MAI 

  • Member of the Boulder County Estate Planning Council
  • Enjoys traveling, hiking, and spending time with her husband and son

 

Education

  • University of Colorado Boulder, Bachelor of Arts in Kinesiology and Applied Physiology

We look forward to learning about your financial goals.

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