While working within the Schlipman Wealth Advisors organization, Jenny quickly learned the methodologies of how the company manages money and client relationships. Jenny’s organizational and management skills allow her to see how the company can improve office efficiencies. Through industry training and licensing, she is able to assist with clients. Jenny is able to help clients with insurance services when their advisor is unavailable. With her work ethic, training and proactive management of client transactions and service, she has contributed to the company’s growth of client assets and relationships.
Jenny is responsible for the ongoing training of other team members within the company. Her determination to see client assets and relationships strengthen is second to none. She has been instrumental in delegating and training specific team members with procedures to benefit the company and its valued clients. She does her best to be available for a client when they call or stop by with questions. Her goal is to be as efficient as possible to help our clients with anything they need.
Jenny graduated from Quincy University in 2002 with a Bachelor’s degree in Business Finance. She joined the firm in April 2001. She started as an Intern and has been on board ever since. She has completed the local Chamber of Commerce Leadership Academy Course and been honored as a top 20 under the age of 40 in the community for leadership and helping the community.
Jenny likes anything to do with exercising. She loves Crossfit, running, yoga and bike riding. She enjoys a round of golf on occasion with her husband, Jamie, whom she has been with since 1997. She teaches a Boot Camp class at the local YMCA two days a week as well. Jenny and her husband also enjoy traveling each year. Since 2005, Jenny has raised over $35,000 for the kids of St. Jude!
Best piece of financial advice received:
Coming from a banking family, Jenny was taught to save, save, save.
“We can do anything we want to do if we stick to it long enough.”- Helen Keller
Place Jenny would most like to visit: