Our team

Jennifer Perri, our CEO and founder, is a Registered Financial Consultant (RFC) and Best-Selling Author with over 15 years of industry experience. Jennifer helps to equip women, business owners and families on the skills necessary to take control of their money and plan for a successful financial future . She has been cited for her knowledge and has appeared on sources such as ABC, NBC, FOX, CBS, The Boston Globe, Newsweek, Fortune and Forbes. 

In addition to her hands-on work in the field with clients, she was contributor to the Amazon best-selling book, " Dare to Succeed" with Jack Canfield, creator of the Chicken Soup for the Soul series. Some of her other works have been featured in Little Pink Book, Wall Street Select, Huffington Post, Newsweek and various other circulations. She is a former radio show host (Financial Straight Talk) and is a sought-after speaker for organizations, churches and community groups of all kinds. Mrs. Perri has established a nationwide reputation for her service and compassion in working with women and their finances. She has spent most of her career assisting women transition from many different life events, with a strong focus on divorce transition and working with widows as they forward in their new lives.

Jennifer is the recipient of several honors, including: 2013-2016, 2020-2021 Women's Choice Award for Financial Services (The Voice of Women); Kentucky Colonel Award for civic leadership from the Commonwealth of Kentucky; 2013 Editor's Choice Award for her work in the book " Dare to Succeed" from Celebrity Press; 2013 Inductee into the National Academy for Best-Selling Authors; 2013 Acquisition International Financial Advisory Firm of the Year-USA; and four consecutive awards in the Best of Atlanta Business Hall of Fame from the city of Atlanta.

Jennifer is a native of the Philadelphia area, and currently resides in Buckhead, Georgia with her amazing husband, Carmine and their two fur babies, Thor & Flora. She is the mother of three wonderful sons and is the Gigi of 5 beautiful grandchildren.