Jenny has over 25 years of experience in the financial industry. She joined Baird in 1998 and obtained her series 7 and 66 license. Jenny is our trouble-shooter to provide administrative support and ensure our smooth operation. Her role is supporting the team members by preparing, processing, and tracking all paperwork and service issues. During tax time, Jenny works closely with our client’s CPA, to ensure the tax information needed is correct and received in a timely manner. Jenny enjoys developing client relationships and prides herself on delivering superior client service, serving a vital role in the success of our group.
Jenny is an avid reader. In her spare time, she enjoys camping, traveling, and spending time with her two children, Shelby and Kasey.