Meet The Team

Jennifer Chadwick joined October Three in 2024 as a daily asset processing team member for market-based cash balance plans. Her most recent work experiences include an investment firm and an international bank.

Jennifer was immediately attracted to the unique benefits that October Three offers its clients and the entrepreneurial spirit of a smaller firm. She brings a proactive approach, attention to detail and a desire to provide accuracy alongside efficiency.

Jennifer graduated from Texas Wesleyan University with a Bachelor of Business Administration, majoring in accounting with an emphasis in forensics and fraud.

Outside of work, Jennifer attends her grandchildren’s sporting and school activities and visits her mother, who has dementia. Through this latest experience with her mother, she hopes to help people ensure the safety of their finances so they can live comfortably, without worry, long term.