Jennifer Giemza, CFP®, CEPA®
Senior Vice President
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 predecessor firm 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). Jenny is an active leader in the Madison community and has served on the Board of Directors for Big Brothers Big Sisters of Dane County since 2012.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
