About My Practice
Having helped individuals with their finances over many years, especially in the areas of investments, retirement planning, and estate planning, Jenny is broadening the scope of her business to include small business owners with retirement planning needs for themselves and their employees, women who find themselves with inherited or earned wealth and want to manage it wisely, teachers who need advice and planning but aren’t being helped because of the perception that their finances aren’t significant or important, scientists and engineers who are often more analytical and would prefer to do some portion of their money management themselves, those who would like a second opinion about their current financial advisor’s choices, and others who serve their communities in various ways.
Jenny is concerned most of all that clients receive excellent information in order to make informed decisions. Most financial issues, because they involve all aspects of life, are not cut and dried, but nuanced. She believes that the financial aspects of life don’t have to be frustrating, but can be fulfilling with the right help.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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