Jenny is a Client Wealth Manager and Certified Financial Planner® at The Monitor Group, joining the firm in 2026. She has been in the financial industry for over 15 years, previously serving as Financial Advisor, Financial Planner, Sales, and Operations roles. Her experience spans from large global banks to regional independent wealth management firms. Jenny has worked with C suite executives, business owners, retirees, and pre-retirement families focused on building and protecting wealth. She believes Financial Planning is a core component to giving sound cash flow and investment advice.
Jenny received her Bachelor of Arts degree from the University of Maryland, College Park, where she majored in Communications, Rhetoric and Composition. She later earned the Certified Financial Planner® designation with George Mason University. Being a second-generation CFP®, Jenny brings a deep appreciation for being a sounding board for clients as they experience the many opportunities and challenges life brings.
She holds FINRA Series 7, 63 and 66 registrations with LPL Financial. Living in Bethesda, Maryland, Jenny enjoys time with her family and hiking with her two sons. When she’s not exploring trails by foot, you’ll find her on the trails by horseback, her number one favorite pastime.
