…as Director of Financial Planning
Jenny is enthusiastic about financial planning and sharing her experience with our clients and staff. She loves meeting people, hearing their stories, and helping them find practical solutions for the future. What she enjoys most about working with our team is the exchange of ideas among staff members so that we create better client experiences.
…as a financial professional
Jenny joined the Financial Connections team in 2013. She is a fee-only Certified Financial Planner™ Professional and has a Master’s degree in Security Analysis and Portfolio Management. She also has a B.S. in Economics from Arizona State University and an M.S. from Creighton University.
Jenny joined Financial Connections after nine years with The Vanguard Group. Her various positions included: Client Relationship Manager, Retirement Advisor, and Investment Consultant for Ultra High Net Worth clients. Jenny was also an employee of Nestwise, a venture offering financial advice for the mass market.
Jenny is a member of the board of the Financial Planning Association of San Francisco.
…outside of the office
Jenny is active in The Crossroads, an organization in San Francisco that helps homeless youth and young adults at their point of need. She is passionate about her daily runs on the beach. Her dogs get very upset when they and Jenny miss a run on the beach. Also, the dogs become upset when they can’t track sand into the car.