Jennifer E. Droppelman, CWS®, CRPC®
Financial Advisor | Director
Jennifer develops and implements holistic plans to assist clients with portfolio asset allocation, retirement planning, cash flow, credit use, education funding and estate planning. She can access a variety of insurance products, when applicable, to complement or shore up a client’s plan. She believes in a wealth management strategy that is customized for each client to reach their goals and mitigate risk through periods of volatility and unforeseen life events.
Areas of Expertise
- Working with pre-retirees using strategic portfolio construction to position their assets to generate their desired post–retirement income streams
- Working with post-retirees on portfolio construction for income generation, gifting and taxation strategies
- Designing customized diversification strategies for clients with concentrated positions or company stock options/awards
Education and Designations
Jennifer holds the CRPC® and CWS® designations. The Chartered Retirement Planning CounselorSM designation is provided to financial professionals who demonstrated an advanced understanding of the entire retirement process and encompasses pre-and post-retirement needs, asset management and estate planning. The Certified Wealth Strategist® designation is professional credential designed to help her understand clients’ more complex financial and investment issues. She joined Baird in 2015 and has 25 years of experience in financial services. Prior to Baird, she worked at Ragen MacKenzie and D.A. Davidson. Jennifer graduated from University of California at San Diego (cum laude).
Background
Jennifer grew up in Seattle and now lives in the View Ridge neighborhood of Seattle with her husband, Jeff. When not working with clients, Jennifer enjoys time playing tennis with friends and traveling with her family.
Jennifer was recently recognized by Shook Research as a recipient of:
- 2026, 2025, 2023 FORBES Best-In-State Wealth Advisors published on 4/7/26, 4/8/25 & 4/4/23, data as of June 20, 2025, June 30, 2024 & June 30, 2022.
- 2026, 2025, 2024, 2023 FORBES Top Women Wealth Advisor Best-In-State published on 2/4/26, 2/11/25, 2/8/24, & 2/2/23, data as of June 20, 2025, September 30, 2024, September 30, 2023, & September 30, 2022.
