Meet Our Team
Direct: (617) 299-7466
Jenny joined PlanWise in November 2021 as a Financial Advisor. She has worked in the financial services industry for 15 years, enjoying diverse sales roles at Columbia Threadneedle, Ned Davis Research, and our broker/dealer, Commonwealth. During her tenure at Commonwealth, she and her husband added three children to the mix, and she decided to focus on her family and step back from full-time work for a few years. Most recently, she served as a Financial Planning Assistant at another advisory firm. After a phone call in September 2021, Jenny quickly determined that PlanWise could offer the fast-paced, growing, and fun environment she was seeking, and Jess knew that Jenny had the knowledge and personality to be the perfect addition to our passionate, client-driven team. Jenny assists clients in all aspects of the financial planning process. She is enrolled in the Boston University Financial Planning Certificate program and is aiming to sit for the CERTIFIED FINANCIAL PLANNER™ exam in 2023.
Jenny and her husband, Kevin, are high school sweethearts from Milton, MA where they now raise their three beautiful children, Thomas (7), Lily (5), and Harrison (3). Kevin is a teacher at Madison Park High School in Boston. As a former collegiate lacrosse athlete, he knew he was called to continue in lacrosse. In addition to teaching, he also coaches lacrosse for an elite boys and girls program, Laxachusetts. Jenny was an All-American Division II Lacrosse athlete at Stonehill College in MA. Their competitive spirit lives on in all three of their children. In their spare time, you’ll find them at the kids’ various sporting events, hiking, skiing, or searching for crabs in their home away from home: Cape Cod. If Jenny can sneak away, you’ll find her running, spinning on her Peloton, or in a Pilates class.