Jenny Jesse_Temporary

Jenny Jesse

Client Service Administrator

As a Client Service Administrator, Jenny supports the CSA team with account paperwork, cashiering needs, and special projects. She strives to give each client the best possible experience.

Jenny’s interest in finance started in high school after taking a class in personal finance. In college, she joined a wealth management club that allowed her to learn about the industry and discover her love of helping others plan and manage their finances. During her internship at SWP in the summer of 2019, she came to appreciate the firm’s team-based approach and client-centered planning.

When she’s not in the office, Jenny enjoys baking, hiking, and traveling to warm-weather destinations.

Favorite Quote

“Believe you can and you’re halfway there.” – Theodore Roosevelt

Education

BS in Personal Finance, University of Wisconsin-Madison

 

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