Jennifer Giemza, CFP®, CEPA

As a senior advisor and head of Wealthspire’s Madison, WI office, Jenny brings more than 15 years of experience serving high-net-worth individuals and families. Known for her genuine, relatable, and analytical approach, Jenny combines deep technical knowledge with a personalized, high-touch client experience.

Jenny specializes in comprehensive financial planning, guiding clients through complex life transitions with clarity and confidence. Her background includes roles as an investment advisor at Bronfman E.L. Rothschild and as a financial advisor with BMO Harris Financial Advisors. She also holds the CERTIFIED FINANCIAL PLANNER^® designation and is a Certified Exit Planning Advisor (CEPA).

In addition to her client work, Jenny is an active leader in the Madison community. She has served on the Board of Directors for Big Brothers Big Sisters of Dane County since 2012. She is also a strong advocate for women in business, regularly partnering with local organizations to foster meaningful connections and opportunities.

Outside of work, Jenny enjoys camping, traveling, and spending time outdoors with her husband, Justin, and their two children, Kara and Grayson.

Previous Experience

• Financial Advisor at BMO Harris Financial Advisors, LLC
• Investment Advisor at Bronfman E.L. Rothschild (formerly Baker Tilly Investment Advisors, LP)

Education & Credentials

• BS, University of Wisconsin – Madison, Consumer Science – Personal Finance
• CERTIFIED FINANCIAL PLANNER^®
• Certified Exit Planning Advisor (CEPA)
• Series 66 license
• Life, Health, and Accident Insurance Licenses

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.