Jenny graduated Cum Laude from Miami University in 1985 with a Bachelor of Arts degree in Economics. Her career began as a bank-based financial planner, and she first earned her CFP®designation in 1989. As a registered representative at Charles Schwab & Co., she served individual clients as well as independent financial advisors, earning several customer service awards along the way. Jenny is an original member of the Wealthquest team since we were founded in 2006. She’s had the pleasure of forming relationships with many of our clients as well as leading our back office operations in many capacities over the years.
Jenny is married, has three children and two doted-upon granddaughters. Away from work, she enjoys spending time with her family, traveling, playing piano, and volunteering at her church in music and children’s activities.