Jenny is located in the Tulsa headquarters and focuses on financial planning services at Capital Advisors. She joined the firm in 2024 with over 7 years of experience in the wealth management industry where she held positions focusing on relationship management, client services, financial advising, and financial planning. She has dedicated her career to guiding clients through all phases of their financial lives. Jenny graduated from the University of Florida with a Bachelor of Science in Business Administration. She is a CERTIFIED FINANCIAL PLANNER™ and is a Certified Private Wealth Advisor® professional.