Jenny’s career began in 1994 in a support capacity, and later as a personal assistant to Erik in his former Investment Advisory and securities brokerage firms. Her responsibilities expanded significantly over time to include client communications and support, client documentation and reporting, vendor management, and office organization. As the especially proud mother of 3 young children, Jenny’s role within Retirement Plan Solutions today is generally limited to internal financial operations, and occasional client reporting or other special projects.
Jenny’s credentials include:
- Series 6 held through IFP Securities, LLC, dba Independent Financial Partners (IFP)
- Series 63 held through IFP Securities, LLC, dba Independent Financial Partners (IFP)