Jennie joined Stephens Wealth Management Group in 2016. She has over 16 years of operational and service experience, including serving as a Client Service Manager within the wealth management and financial planning industry. Jennie strives to create exceptional experiences for families and individuals whom SWMG calls clients. She also enjoys being a community ambassador for the firm.
Service & Leadership
Jennie has been an active member of the Flint Junior League for more than two years. She joined the League to meet like-minded women who want to make a difference in their community. Jennie is also heavily involved in her daughter’s elementary school Parent-Teacher Organization and just recently put on a new hat as a Girl Scouts troop leader.
Volunteers do not necessarily have the time; they just have the heart.
– Elizabeth Andrew
Master of Business Administration, Baker College
Bachelor of Business Administration, Baker College
Accounting Associate Degree, Baker College
Outside of the Office
Jennie can be found spending time with those who mean the most to her: her husband Kelly, six-year old daughter Emma, and yellow lab, Chance. Jennie enjoys traveling to their northern Michigan retreat for boating and fun on Vaughn Lake and visiting family and friends in surrounding areas. When she is not hitting the road, she quiets down at home bicycling, baking, making crafts, and other special projects. Jennie’s hometown is Davison, MI and she now resides in Mundy Township.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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