Jenny joined the team in 2024 as a senior paraplanner. She assists the advisory team building financial models and specializes in tax planning and business consulting. She started working in the tech industry as a software engineer. For the past 20 years, she has worked in the tax and finance industries. Jenny has been a financial advisor for the past 10 years and is excited to be part of our paraplanner team. She recently completed the CPA licensure.
Jenny graduated from California State University Chico with a double major in Information Systems and Accounting. She obtained a graduate certificate of Financial Planning from Kansas State and later obtained her CFP.
She and her husband have been married for 25 years and have four children. When she's not working, she enjoys traveling with her family, watching her kids play sports, and lifting weights.