Retirement Plan Assistant
Jae was raised in Vermont and joined Safe Port Financial Associates in 2018 as a Retirement Plan Assistant, providing support to plan sponsors, participants, and third-party administrators. She has previously worked in an administrative capacity for another Commonwealth Financial affiliated partnership, Merrill Lynch, the Australasian Society for HIV Medicine, and for an elder law practice in Needham, MA.
Out of the office, she enjoys cooking, yoga, puttering in her garden, and the beauty of Cape Ann. She lives in Rockport, Massachusetts, with her husband, David, and their two cats, Miso and Wasabi.