As a Principal and Senior Financial Advisor, Jenny focuses on the maintenance and construction of client portfolios as well as comprehensive financial planning advice. In addition, Jenny serves as a Director for Kovitz Family Offices Services, a dedicated team that supports the unique financial needs of high-net-worth families by providing essential services for building and preserving wealth. Since 1999, Jenny has been a trusted advisor to senior corporate executives and high net worth individuals and families.
Prior to joining Kovitz in 2007, she began her career in the tax practices of Deloitte & Touche, LLP and RSM McGladrey. In 1998, Jenny received her Bachelor of Science degree in Accounting with a Minor in Finance from Northern Illinois University, graduating summa cum laude. A year later, she also earned her Master’s in Accounting with an area of specialization in taxation from her alma mater. Jenny is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the American Institute of Certified Public Accountants.