Meet Jennifer
Jenny has developed a strong understanding of the firm’s investment methodologies and client service approach through her experience supporting advisors and clients. Her organizational and management skills allow her to identify opportunities to improve office efficiencies and enhance the overall client experience. Through industry training and licensing, she assists with client needs and provides insurance support when an advisor is unavailable. With her strong work ethic, proactive service, and attention to detail, Jenny plays a key role in supporting the growth of client relationships and assets.
Jenny is responsible for the ongoing training of other team members within the company. Her determination to see client assets and relationships strengthen is second to none. She has been instrumental in delegating and training specific team members with procedures to benefit the company and its valued clients. She does her best to be available for a client when they call or stop by with questions. Her goal is to be as efficient as possible to help our clients with anything they need.
Jenny graduated from Quincy University in 2002 with a Bachelor’s degree in Business Finance. She began her career with the firm in April 2001 as an intern and has been a valued member of the team ever since. Jenny has completed the local Chamber of Commerce Leadership Academy and has been recognized as a Top 20 Under 40 honoree for her leadership and commitment to serving the community.
Jenny likes anything to do with exercising. She loves Crossfit, running, yoga and bike riding. She enjoys a round of golf on occasion with her husband, Jamie, whom she has been with since 1997. She teaches a Boot Camp class at the local YMCA two days a week as well. Jenny and her husband also enjoy traveling each year. Since 2005, Jenny has raised over $35,000 for the kids of St. Jude!
