Jenny, as she is known to her friends, is a graduate of Loyola University in New Orleans, with a Bachelor's degree in Business Management. After working in customer services for years, she joined Asset Management Group in March 2017 as a Client Services Assistant and was recently promoted to Client Services Coordinator. Her responsibilities are to assist clients with answers to questions and to work closely with the firm's other Paraplanners. She brings diplomatic and shrewd instincts to the firm, and is responsible for addressing all aspects of the firm’s clients financial planning and administrative needs. A resident of Norwalk, Jenny is an avid baker and lover of cooking. She and her husband enjoy playing with their puppies, solving problems, and spending time outdoors with s'mores and bonfires. Jenny's aspirations include working towards a Certified Financial Planner (CFP) designation.