For over 26 years, Jenny has been serving clients by helping them meet their ever-changing goals and navigate through life events. She finds joy in providing her clients with comfort and peace as she guides them through both everyday choices and complex decisions.Jenny is a Senior Financial Planner at Lee Financial, a comprehensive wealth management firm offering financial planning, investment management, and human capital development services. As part of the Financial Planning Team, she has built strong relationships by helping clients with financial decisions. She advises on a broad array of topics including estate, cash flow, retirement, education, tax, risk management, insurance, business, and generational planning.Jenny graduated from Texas A&M University with a Bachelor of Business Administration degree in Finance (Summa Cum Laude with University Honors). She holds a CERTIFIED FINANCIAL PLANNER
(CFP®) certification and a Series 65 Investment Advisor License. She is involved with industry associations such as the Dallas Estate Planning Council, the Financial Planning Association, and the National Association of Personal Financial Advisors.Jenny enjoys the highly personal, caring relationships that she has formed with clients in helping them pursue security, success, and fulfillment.