Goudeau Wealth Planning Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Goudeau Wealth Planning Group
Team photo for Goudeau Wealth Planning Group

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Advisors

Advisor photo for Jennifer Slimmer

Jennifer Slimmer

MBA, CRPC

Financial Advisor

Operations Director
Visit Jennifer Slimmer's website


Team

Danica Bowie

Danica Bowie

Administrative Assistant

Roles & Responsibilities

  • Schedule client appointments
  • Prepare agendas and forms for appointments
  • Greet clients upon arrival
  • Assist Advisors and other staff in daily office activities
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Miguel Jimenez

Financial Planning Specialist