Jennifer Demski

As a Wealth Associate with Mooshi Wealth Planning & Management, Jen works alongside the firm's Wealth Advisors to create a personal, thoughtful experience for every client. She supports clients through the financial planning process by helping organize each family's complete financial picture, following up on client requests, and assisting with portfolio analysis, financial research, and the development of personalized Wealth Plans. Jen is currently pursuing her FINRA Series 7 and Series 66 registrations, and  her Life and Health insurance licenses. Jen is working toward preparing to serve clients as a licensed advisor in the near future. 

She is dedicated to delivering a tailored and valuable client experience that focuses on getting to know the client and their family to help them achieve their goals. Jen enjoys learning about our clients and connecting with them to build meaningful relationships and is excited to help you in your journey to financial success.

Jen is a graduate of Western Michigan University, where she earned a Bachelor of Science in Biomedical Sciences. Jen brings more than 13 years of banking and financial services experience to her role. She began her career in insurance, helping clients assess their coverage needs, and went on to serve as a Licensed Relationship Banker, Branch Manager, and Business Banker with JPMorgan Chase Bank. Throughout her career, she held her Life and Health insurance licenses along with her FINRA Series 6 and 63 licenses. In her banking roles, she led a team of 15, worked closely with individuals, families, and business owners on their lending and banking needs, and built lifelong client relationships.

After leaving banking, Jen spent nearly a decade as a business owner, building and operating a distribution company with her husband, Dan, until its successful sale. That experience gave her a firsthand understanding of what business owners face every day, from managing cash flow and negotiating with vendors to leading a team and planning for the future. She brings that perspective to every client conversation, especially with business owners and families navigating major financial decisions.

Jen is also passionate about financial education. Through her YouTube channel and social media community, she has helped viewers understand practical strategies for budgeting, cash flow, and debt management, with a gift for making complex financial topics simple and approachable. That passion for helping people take control of their finances is what led her to wealth management, where she can help clients connect their everyday decisions to their long-term goals.

Outside of work, Jen enjoys spending time with Dan, her husband of 23 years. She is an avid runner who loves hitting the road with her son, Peyton, and their two energetic German Shepherds. Riding and showing horses has been a core passion for Jen since her earliest days, and she now shares it with her daughter, Eve, who is following in her footsteps.