Understanding that every individual has their own “why,” Jenny starts with identifying yours. She has extensive experience translating the needs and wishes of business owners into financial plans that preserve, protect and enhance their hard-earned wealth. As a second-generation Certified Financial PlannerTM, Jenny’s driving force is helping families articulate their financial needs and then executing a plan that goes beyond these needs.
Jenny is a Financial Advisor with over 10 years of industry experience. Prior to joining The Capital ESOP Group, she was part of a team of three, where she led the financial planning efforts and modeled optimized portfolio allocations. Her career with UBS started on the Wealth Planning Team in Washington, DC, where she drove financial planning integration with advisors’ wealthiest clients by building custom financial plans. She advised clients on various wealth management strategies, including cash flow and retirement planning, insurance and saving for education. Prior to UBS, Jenny was an investment management associate at a boutique registered investment advisor in Potomac, MD.
Jenny is involved with the CFP Board WIN-to-WIN mentor program, which provides advice and guidance to prospective female CFP® professionals. Through this program, she helps ensure that women interested in financial planning receive a network of professional, like-minded women. Jenny is a Maryland native and proud University of Maryland Terrapin, having earned her bachelor of arts degree from UMD College Park. She resides in Bethesda, MD with her husband, Garrett. They welcomed their first born, Ronin, in July 2019. Jenny grew up horseback riding and still enjoys the occasional trail ride with her family north of Baltimore, MD.
Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY