Jenny's mission is to assist individuals and families in achieving financial security and enjoying their lives to the fullest extent possible.
Prior to opening her independent practice, Jenny held several positions with major area investment firms, including Mass Mutual Trust Company, FSB, and TIAA-CREF, where she worked with individuals in the academic and cultural fields. These experiences allowed her to focus on investment and retirement income planning for high net worth individuals and families. At these firms, in addition to serving clients, she also developed a strong network of professionals with whom she continues to work. Jenny has also worked extensively with State of Connecticut employees for over 15 years, beginning with her role as a Defined Contribution Plan Consultant for ING in 2005.
As an instructor in the Certified Financial Planning program at Manchester Community College, she was able to continue her deep commitment to financial education in the community. She has received numerous certificates of appreciation from area high schools and universities for her help in delivering programs to their students.
Jenny earned her bachelor’s degree in History from the University of Connecticut. She holds the FINRA Series 6, 7, 24, 63 and 65 licenses, as well as a CT Life and Health license. She is also a Certified Financial Planner (CFP®) professional.
In her spare time she enjoys skiing, kayaking, traveling to parts unknown, and spending time with friends and family.