In-house investment expertise closely focused on you
Jenny has been a professional in the financial services industry since 2004. She serves her clients by first understanding what is important to them and helping them define their financial goals before investing their money. Those goals might include living their dream retirement, reducing their tax burden, paying for children's education, or leaving a legacy to heirs. Once a strategy is in place, her goal is to be a trusted partner for helping her clients invest their money and make sound financial decisions while staying accountable to a financial-life strategy.
While financial advice and goal setting is at the core of what she offers, creating a personalized investment portfolio to help her clients reach their goals is an important piece of the strategy. With 20 years of investment industry experience, she has witnessed many market cycles and prides herself on being a conscious and intentional investor. In 2009, she also fulfilled the rigorous requirements to be granted the CFA® designation, a globally respected graduate-level investment credential established in 1962. The CFA® program takes 2-5 years to complete and covers a wide range of fundamental and advanced investment topics. She has also earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, which has provided her with additional expertise in the entire retirement planning process.
Jenny's areas of expertise include:
- Financial Goal Planning
- Portfolio Management
- Tax-Aware Investing
- Retirement Planning
- Family Wealth Management
An Austin native, Jenny graduated from the University of Texas McCombs School of Business with a major in finance and minor in accounting. She began her career at Oppenheimer Funds in New York City and has since spent time developing her skills previously at Raymond James, Dimensional Fund Advisors, and Edward Jones. On a personal note, she and her husband live in south Austin with their two children. On weekends, they often visit the area parks for a hike or swim. In her spare time, she enjoys photography and vegetable gardening, and is a member of Austin Rotary. Their family also attends and volunteers at Gateway Church.
Raymond James is not affiliated with any organizations mentioned.
