Associate Financial Planner
Jenny once dreamed of becoming a marine biologist—like many kids—but the real constant was curiosity. In 2017, after managing the books for an electrical company, she applied to an investment advisory firm and discovered the perfect fit: numbers, people, and the privilege of helping families turn goals into realities. From day one, the work felt right.
If she weren’t an advisor, Jenny would open a coffee shop–bookstore (her college dream)…until e-readers dimmed that romance. She still keeps the spirit alive: conversation, community, and a great cup of coffee—just served alongside plans and portfolios. Her guiding principle is simple: focus on what you can control, act with care, and let the rest go.
Jenny’s love of planning is balanced by wanderlust. She and her husband travel whenever they can—Hawaii for their honeymoon, Paris at the top of the list, and a grueling but unforgettable climb up Portugal’s Mount Pico. If teleportation existed, she’d use it (she loves traveling, not the getting-there part). At home, she’s happiest cooking, baking, reading, and winning at trivia night; board games are a staple. Day brighteners include her husband, her dog, and chocolate chip cookies.
Her family history is cinematic: her grandfather and father built parade floats for Anheuser-Busch, SeaWorld, the Rose Parade—even presidential inaugurations. As a kid, Jenny sometimes rode those floats which was pure magic. Today, she shares her home with Rusty, a rescue mutt from Tennessee, and fondly remembers Izzy, the mini schnauzer who came first. (In college, there were bunnies: Theo and Tweak.) Giving back often involves animals—donations now, and a growing commitment to volunteer with the humane society.
Ask Jenny what wealth means, and she won’t talk about possessions. For her, it’s about health, happiness, and being surrounded by the people you love; the freedom to give back and help others; and the security to explore the world—ideally one meal at a time. Above all, Jenny focuses on what matters most: listening carefully, planning thoughtfully, and helping clients feel confident about their future.