As a Client Manager, Jenny enjoys working closely with her clients to ensure they feel confident in their financial well-being, 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 saving and preparing for retirement, 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.
Jenny earned her BA in Business with a focus in Finance from the University of Washington’s Foster School of Business. She holds the Certified Financial Planner (CFP®) designation.
Jenny was born and raised in Homer, Alaska and as a true Alaskan native, she enjoys the outdoors, particularly skiing and hiking with her husband, Charlie and dog, Glacier. She also enjoys traveling and exploring the world.
701 5th Avenue, 74th Floor
Seattle, Washington 98104
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