Associate Client Advisor
As an Associate Client Advisor, Jenny brings a warm and detail-oriented approach to developing personalized financial plans and managing investment portfolios for her clients. Her certification as a CERTIFIED FINANCIAL PLANNER™ professional reflects her commitment to upholding the highest standards in financial planning.
Before finding her home at Glassman, Jenny honed her expertise as an Associate Wealth Advisor at a wealth management firm in Arlington, where she specialized in crafting thoughtful investment and wealth management strategies for high-net-worth families.
Jenny’s professional journey began far from the financial world—she started as a geologist at a major oilfield services company, then transitioned to a senior analyst role at a global financial media company, where she developed a keen eye for analyzing global commodity market data. Her unique background combines scientific precision with financial acumen, giving her a distinctive perspective when helping clients navigate their financial landscapes.
A proud graduate of the University of Aberdeen in Scotland with a Bachelor of Science in Geology and Petroleum Geology, Jenny brings her international experience to each client relationship since moving from the United Kingdom to the United States in 2019. When not guiding clients toward their financial goals, Jenny enjoys life in Washington, D.C., where she resides with her husband, son, and their beloved dog.
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Glassman Wealth Services is engaged, or continues to be engaged, to provide investment advisory services.