Jennifer Baggett, CFP

Wealth Manager


Jennifer Baggett

Jennifer is originally from the Beaumont area in Southeast Texas but now calls Rockport home.  She and her husband, Beau, have been married 30+ years and are blessed to have a growing family: three daughters, two sons-in-law, and four grandchildren.  Jennifer has moved frequently with her family but has always made time to volunteer.  She has served in many different children’s and woman’s ministry positions and is currently serving as church treasurer.  Jennifer enjoys spending time with her family, traveling, and loves living on the coast.

Education:

Lamar University, B.B.A. in Accounting

Background:

Certified Financial Planner ™ professional (CFP®)

Series 7 and 66 licenses

Financial Planning Association member

10+ years of accounting experience (private business, small to mid-sized CPA firms)

Former certified elementary & high school teacher