CFP®, ChFC®
Financial Advisor / Member Owner
Good planning starts with accurate numbers and a client/advisor team willing to work together to handle life's curveballs.
Jenny has been involved in the financial services industry since 2000. She was a partner with Bridgeworth until it joined with Savant in 2023.
Jenny earned a bachelor of science degree in business administration and accounting from Samford University in Homewood, AL. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® (ChFC®). In 2022, Jenny was named to the Women to Watch list by the Birmingham Business Journal. In 2023 and 2024, she was named to the Forbes Best-in-State Wealth Advisors list.
Jenny and her husband Brian are raising two children, Clay and Cara, and attend Shades Mountain Baptist Church. Jenny enjoys working with YWCA of Central Alabama, Oasis Counseling Center for Women and Children, and Baptist Health Foundation.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
2024 Forbes Best-in-State Women Wealth Advisors: The 2024 Best-in-State Women Wealth Advisors list published in February 2024. Data as of 9/23/23. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Savant did not pay a fee to be included in this ranking.
2022 Women to Watch: The 2022 Women to Watch list is published annually by the Birmingham Business Journal in August. The award recognizes both up-and-coming executives and established business leaders who are on the verge of big things in Birmingham. Savant did not pay a fee to be included on this list.
2023 Forbes Best-in-State Wealth Advisors: The 2023 Best-in-State Wealth Advisors list published in April 2023 is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.
Schedule a No-Obligation Introductory Call
Schedule a Call