Jennifer Roberts | Modern Woodmen Financial Representative

Jennifer Roberts

Jennifer Roberts

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jennifer Roberts
At work

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.

I serve members in…

Texas, specifically around Parker and Wise counties and the Dallas-Forth Worth area.

I can help you plan for life using a variety of tools, including…

life insurance and annuities.

Before Modern Woodmen, I…

worked for a local insurance agency. I was the office manager and a licensed insurance agent specializing in auto, home and commercial insurance.

I chose Modern Woodmen because…

I believe in the culture and foundation that Modern Woodmen represents. Not only do we have the opportunity to help our clients through financial services, but we also have the opportunity to give back to the communities we operate in every day. Each year, Modern Woodmen puts nearly $20 million back into communities we serve.

The best part of my career is…

helping my community by making sure my members are protected from life's uncertainties and have a financial plan in place for the future.

“I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.”
At home

At home

At home

My life outside of work

In my free time, you can find me…

at sporting events with my kids.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

my entire life.

Current insights

Current insights

Birthday Book Club | Modern Woodmen

Our Birthday Book Club program is one step toward building your home library! Each year, member children can receive a free, age-appropriate book for their birthday. Ask me how to sign up your child.

Ready to declutter your finances? Here are five tips to spring clean your budget. 1. Conduct your own expense audit. Go through the last one to three months of expenses and locate potential wasteful spending. 2. Cancel or reduce subscriptions. Ask yourself if there are any you can downgrade. 3. Set spending caps. Set limits on a few categories – like eating out, shopping or coffee runs – to remain flexible. 4. Map out irregular expenses. Put money aside for things like car repairs, gifts, home maintenance and travel to prepare for the future. 5. Set one budget goal per month. Examples include reducing food delivery by $80, paying off a bill or building an emergency cushion.

All in for Education | Modern Woodmen

Are you All in for Education? In the first quarter, we're focusing on supporting student mental wellness, nutrition and safe physical spaces through projects like sensory item donations, healthy snacks, and classroom or playground upgrades. Have ideas on how to support local schools? Drop them below! Learn more:

Don't leave your finances to luck. I can help you develop a personalized plan. Let's talk.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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