Jenny is the Financial Services Coordinator and serves as a Financial Services Assistant / Tax Preparer since joining the firm in 2010. She works out of our Coldwater office and is part of the financial services, tax and technology teams. She specializes in providing the following services:
- Customer service to our Financial Services clients
- Servicing of Retirement Plans
- Tax preparation for individual clients
Jenny is a graduate of Marion Local High School and Miami University. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Jenny resides outside of Ft. Recovery, Ohio with her husband, Jake, and have five children.
“It’s knowing that we pay the utmost attention to our client’s needs and individualize a plan that will work for them that is very fulfilling to me.”