My Mission

As a Financial Advisor, Jenny knows that financial planning is customized to each individual’s specificities surrounding their goals and dreams. Her rich background in healthcare and the special needs community has taught her that care and compassion are at the heart of every holistic financial plan she creates for her clients.

Jenny prides herself on listening, and positively impacting individuals across the country by educating them on the importance of financial planning, carving of what truly matters to them, and thinking BIG with their dreams.

Jenny specializes in providing strategic, holistic advice to help successful individuals in the entertainment/music industry, families with special needs, physicians, and closely held business owners

Lets Connect!

Schedule an appointment to start living the life you want to lead.

 

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

Filing Taxes as a Remote Worker? Answer These 5 Questions First

Working from home has become more common, but there are some tax filing implications you may need to know about. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.