Jennifer Goldman, President
Jennifer Goldman is a Certified Financial Planner, and founder of My Virtual COO, the leading implementation expert in technology, integrations, processes and outsourcers.
Prior to founding MVCOO, Jennifer spent over 20 years in the financial services industry, including working at a major broker dealer, building her own practice …. ‘from scratch to over $22 million AUM…..’
||FP Pad’s interview of Jen on Restoring Life Work Balance & building a profitable business|
Bernard Adams, Senior Strategist
Bernard R. Adams, CFP® is an expert in registered investment advisors as well as financial services providers and investment management firms. Barney was co-founder of the ARX Funds and was, at various times, the Chief Operating Officer, General Counsel, Chief Compliance Officer and Chief Financial Officer of the Investment Manager. Previously, Mr. Adams was Vice President of Tanager Financial Services Inc., a family-office financial advisory firm where he was Chief Operating Officer
Jodi Kling, Client Manager
Jodi Kling, brings 11+ years of industry experience to her role as client manager at My Virtual COO. As client manager Jodi works with clients on strategy and technology solutions to help increase their firm’s productivity, improve customer service and give back more time to focus on business development and client relations