Phone: (707) 262-1880
Fax: (707) 262-1883

Jennifer startedher career in the banking industry in 1998 and quickly realized that she was very limited in the ways she could help her clients pursue financial freedom. At that point, she turned her attention to the financial planning industry, and has since enjoyed the ability to think outside of the box in solving her clients problems.

Jennifer is a sixth generation Lake County resident and very much enjoys her family roots here. Jennifer's main interests include her family, working in her yard and garden, enjoying any and all outdoor activities and donating time towards worthy causes. 


California State University, Chico

  • B.S. - Agricultural Business
  • ​Minor - Business Administration

Professional Designations and Registrations:

  • Series 7 General Securities Registration through LPL Financial
  • Series 65 Uniform Investment Advisor Law Exam through LPL Financial
  • Life/Health/Disability Insurance


  • Affiliated with LPL Financial 2017
  • Founded Strong Financial Network 1998
  • Affiliated with Investment Centers of America 1998
  • Joined the Financial Services Industry in 1993 as a branch manager for Tri Counties Bank

Activities & Affiliations:

  • LPL Advisor Council Member
  • LPL Advisor Inclusion and Diversity Council Member
  • Rotary Club of Lakeport, District 5130, 2-time past President
  • Rotary International District 5130 Board Member; Governor 2022-2023
  • Lake County Chamber of Commerce
  • Kelseyville Business Association
  • Lakeport Main Street Association
  • California Women for Agriculture
  • Lake County Farm Bureau
  • Financial Planning Association
  • Financial Services Institute
  • Past National Planning Holding President's Advisory Council
  • Past Investment Centers of America Advisory Council Chair

LPL Registered Administrative Associate

Phone: (707) 262-1880
Fax: (707) 262-1883

Megan Carter joined the Strong Financial Network Team in 2005, and is a LPL Registered Administrative Associate & Marketing Associate. She is responsible for the planning, coordination and efficienty of the office's day-to-day operations. She is also able to assist you with scheduling appointments, servicing client requests and answering any questions that you may have.

Megan is a Lake County native, attending local schools and graduating from Kelseyville High School prior to graduating with a Bachelor of Science Degree in Marketing from Sonoma State University. Her husband, Aaron, is the Director of Continuous Improvement in Mendocino County and has worked in the education field for over 25 years. 

Megan and Aaron are parents to two little girls; Bentley, who is 10 years old, and Teagan, who is five years-old. In addition to spending time with her daughters and husband, Megan's enjoys maintaining a competitive show herd of dairy goats, volunteering at school, and developing websites and publications in her spare time.


California State University, Sonoma

  • B.S. – Business Administration & Marketing
Professional Registrations:
  • Series 6 FINRA Registration through LPL Financial
  • Series 63 FINRA Registration through LPL Financial
  • California State Insurance Life, Accident & Health License #0K3879 
  • California Notary Public - Commission #2173827
  • LPL Service & Operations Council
  • Affiliated with LPL Financial 2017
  • Affiliated with Investment Centers of America 2005
  • Executive Assistant, Lake County Chamber of Commerce
  • Administrative Assistant, California Tribal TANF Partnership


  • Lake County Chamber of Commerce
  • American Dairy Goat Association
  • Website/Graphic Design

Client Services Associate

Phone: (707) 262-1880
Fax: (707) 262-1883

Marilee joined Strong Financial Network in October 2016 and is one of your first points of contact in the office. She is responsible for scheduling account reviews, processing paperwork and ensuring the accuracy and confidentially in all daily functions.

Marilee is originally from Sonoma County, but has enjoyed living in Kelseyville for over the past 15 years. She is married to her best friend, Byron, and together they have five grown children and one gorgeous granddaughter. Byron works for PepsiCo as the Small Format Sales Manager and commutes to Ukiah.

Being able to spend time with her family is a priority. Marilee and Byron love to cook together and travel as much as possible. They have recently taken up hiking and enjoy exploring the back country of Lake Tahoe and the Eastern Sierras.  


California State University, Maritime Academy

  • B.S. – Business Administration

Professional Registrations:

  • California Notary Public - Commission #2178614


  • Affiliated with LPL Financial 2017
  • Affiliated with Investment Centers of America 2016
  • Assistant, Holdenried Harvesting
  • Associate, Kathy Fowler Auto Center
  • Adoption Coordinator, County of Lake
  • Owner, Country Kids Daycare

Client Services & Marketing Associate

Phone: (707) 262-1880
Fax: (707) 262-1883

Michele joined the Strong Financial Network team in August of 2017. She is one of your first points of contact when you call or visit the office and is responsible for coordinating and implementing educational campaigns, workshops, seminars and client events. In addition, Michele is responsible for the day-to-day processing of orders on behalf of the advisor while ensuring accuracy and confidentially in all daily functions. She is currently studying for her securities registrations.

Michele is originally from Southern California. She spent the majority of her life in Nashville where she managed trade shows and events for Ingram Book Company, the world's leading distributor of books. Most recently she lived in Mountain View where she managed the Stanford University Bookstore for 12+ years.

Her former careers in bookselling and event planning instilled in her a passion for people and exceeding expectations. She enjoys time with family and friends…especially at her parents’ lake house in Lower Lake.


Middle Tennessee State University

  • B.B.A. – Business Administration


  • Stanford University Bookstore
  • Ingram Book Company


  • Member of 100+ Women Strong, Lake County
  • Vice Chair of the Certified Tourism Ambassador (CTA), Lake County

Client Services Assistant

Phone: (707) 262-1880
Fax: (707) 262-1883

Lori is a virtual assistant based out of Bismarck, North Dakota for part of the year, and sunny Gilbert, Arizona during the winter months. She is responsible for assisting the office staff with various projects and tasks including mailings and database work, as well as website and Social Media maintenance.

So how did someone from North Dakota have an opportunity to work with Strong Financial Network as a virtual assistant? Lori met Jennifer when she previously worked as a Marketing Consultant at the home of or our previous broker-dealer, Investment Centers of America, Inc. (ICA), which was located in Bismarck. As a Marketing Consultant, she was responsible for developing and implementing marketing solutions, and worked directly with advisors, financial institutions and management from across the country. Lori has over 20 years of experience in the financial industry.

Lori enjoys traveling with her husband, Gerry, and spending time with friends and family ... especially their grandchildren!



  • Affiliated with LPL Financial 2017
  • Affiliated with Investment Centers of America 1999