Jenny became interested in the investment business when she started investing after college. That interest has led to a 23-year career and a great deal of satisfaction from building strong relationships with the clients she's had the privilege to serve. Jenny strives to make sure clients feel they can depend on her to see that their questions and concerns are addressed in a timely manner and to their complete satisfaction. Her duties include portfolio reviews, working closely with clients and tax professionals during tax season, database management, documenting adherence to compliance procedures and standards, developing and maintaining formal financial plans and scheduling client reviews.
Prior to joining Raymond James in 2016, Jenny worked for Wells Fargo Advisors. Before that, she worked for a well-known local manufacturing business in accounting, sales and marketing, and product management. She left that company to join the financial services industry in 2000.
Jenny is a summa cum laude graduate of Lakeland College where she earned her bachelor in business administration and marketing. She also holds an associate’s degree in accounting from Moraine Park Technical College where she graduated with high honors. She has earned her Series 7, 63 and 65 licenses and is licensed for insurance and annuity products.
Jenny lives in Hingham with her husband, Andy, and their two daughters. She enjoys running, gardening, cooking and attending their daughter’s sporting events.
Raymond James is not affiliated with the above organizations and/or charitable causes.