Who We Are

Jenny A. Burns CFP®

Director of Client Administration

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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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000