Who We Are

Jenny A. Burns CFP®

Director of Client Experience

Jenny graduated Cum Laude from Miami University in 1985 with a Bachelor of Arts degree in Economics. Her career began as a bank-based financial planner, and she first earned her CFP®designation in 1989. Later as a registered representative at Charles Schwab & Co., she served as a liaison to independent financial advisors, earning several customer service awards. Jenny joined us in 2004 after a career break to raise her children.

Jenny is married and has two sons and a daughter. Away from work, she enjoys spending time with her family, reading, walking, and volunteering at her church in music, children’s and youth activities.

 Alzheimer’s Association, Children’s ministry, Cincinnati Symphony Orchestra

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