Jenny Doherty CFP®

Jenny enjoys working closely with her clients to ensure they feel confident in their financial security, accomplishing this through the use of comprehensive financial planning and long-term investing. Her goal is to give clients financial peace of mind so they can spend less time worrying about finances and more time pursuing their passions in life. From personal and professional experience, Jenny empathizes with the stressful nature of how life’s transitions impact financial and personal well-being so she looks to create clear and objective goals for her clients to reach to help them stay on track. She is very passionate about education on the benefits of socially responsible investing.

Jenny joined Freestone in 2015 as a Senior Associate prior to moving into a Client Management role. Jenny began her career at Coldstream Capital Management as a Private Client Service Associate supporting a relationship management team.