As a Planning Group member, Jenny works closely with clients in developing their personal financial plans.
Prior to joining Chevy Chase Trust, Jenny was Senior Manager and Team Leader at CST Group CPAs, PC, in Virginia. She has worked in public accounting in tax compliance for individuals and their closely held businesses, and tax planning for high-net-worth individuals.
Jenny holds a dual degree in Finance and Communications from the University of Pennsylvania and obtained her MBA from the Ross School of Business at the University of Michigan. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accounts (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
She holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning.
