Back to All People

Jenny Huelsman, CFP®, CSA®

Principal

Louisville

Client Advisory

Biography

Jenny is a Principal in the Louisville office, where she leads a team that helps clients with their personal financial planning goals. In her work, she focuses on incorporating decisions surrounding Social Security, Medicare, and legacy/estate planning into every personal financial plan.

Prior to joining Cerity Partners, Jenny worked as a Financial Advisor with ARGI Financial Group. Before ARGI, she worked in settlements and translations (Spanish) for the worker’s compensation department at a regional law firm before ultimately deciding to turn her career path toward the financial planning sector.

Jenny is married and has three daughters and a German Shepherd dog. Her family loves going to the lake and doing anything outdoors. Health, travel, soccer, and U.K. sporting events are favorites in their home.

Education

  • B.A. in Spanish from the University of Kentucky
  • B.A. in International Studies from the University of Kentucky

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Senior Advisor®
  • Associate board member for Home of the Innocents, a nonprofit shelter and pediatric convalescent center in Louisville
  • Board member of Zoom Group, an organization that provides support to persons with disabilities
  • Volunteer with the Humane Society

Latest Insights

View All

Jenny Huelsman

Individuals and Families

High Earners and Social Security: Your Updated Strategy for Maximizing Benefits  

Maximizing Social Security benefits is more than just boosting monthly payments; it's a broader wealth strategy. Working with a Cerity Partners financial advisor to create a customized plan and highlights the importance of revisiting that plan periodically to adjust for changes like tax laws, market conditions, and personal circumstances. The goal is to preserve and grow wealth over time.

Request an Introduction to Jenny Huelsman

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Schedule a meeting below:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

April 2025 Economic & Market Outlook

Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility,…

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.