Jenny serves as an Advisor and is based in the firm’s Madison, WI office. With over 14 years of experience in the high net worth wealth management space, she brings an extensive financial planning background and prioritizes the highest level of client service standards.
Previously, Jenny held positions as both an investment advisor and financial advisor, at Bronfman E.L. Rothschild and BMO Harris Financial Advisors, respectively. She has also been a Member of the Board of Directors of Big Brothers Big Sisters of Dane County since 2012.
Outside of the office, she enjoys spending her time with her husband Justin and daughter Kara, camping, traveling, and being outdoors.
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™
- Series 7 and 66 licenses
- 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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
