In June 2023, Jenny was recognized as one of AdvisorHub’s Advisors to Watch – Top 100 Solo Advisors (ranked # 51). This is the second year in a row that she has received this award. The ranking criteria is broken into three main categories: Scope of practice measured by assets, production, and level of service; growth of practice consisting of year-over-year growth in assets, households, and production; and lastly, professionalism which includes regulatory record, community service, and team diversity.
See full list of rankings here:
