Jennifer Dombkowski

As a Certified Exit Planning Advisor (CEPA®), Jennifer Dombkowski is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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Jennifer Dombkowski is a Wealth Management Advisor with The Gursoy Group in Naples, Florida. Serving the needs of large, multigenerational families across the country (some of which extend four generations), Jennifer is passionate about understanding every client’s unique story. Her mission is to help clients pursue their financial goals and establish their desired legacy through a consultative process, while providing a level of service and attentiveness that exceeds their expectations. She is dedicated to helping clients simplify their financial well-being and explains complex financial concepts in easy-to-understand language so they can make informed decisions about their wealth management.

In addition to comprehending the complexities and challenges of multigenerational family wealth, she has experience advising business owners, corporate executives, and other professionals about multiple facets of their wealth. When necessary and with their permission, she works collaboratively with their other trusted advisors to coordinate specialized strategies for many of their unique needs.

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JENNIFER DOMBKOWSKI