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Jenny joined the team at AEGIS in 2022 as a Relationship Manager. She is responsible for participating in client meetings, transcribing notes, processing all the necessary paperwork to maintain client accounts, and providing exceptional customer service to all clients. She enjoys meeting new people and forming lasting relationships.
Jenny graduated from UW-Oshkosh with a Bachelor of Business Administration, majoring in Marketing. She also received her Associate Degree in Interior Design. She comes to AEGIS with more than eight years of experience in the finance industry.
Jenny resides in Oshkosh with her daughter, Macie, and their dog, Baxter. In her free time, Jenny enjoys traveling and cooking with her significant other, Scott. She also enjoys entertaining, decorative painting, and spending time with family and friends.Back to Our Team
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
If you are struggling to figure out what to do now that your Oshkosh Corporation Pension is terminating, please read on. The team at AEGIS […]
What’s New with the Team! Kenji Passed his Series 65 Exam! A Big Congratulations to Kenji Callahan, Relationship Manager, who passed his Series 65 Exam! […]