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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.

Learn more about my practice.

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

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Jenny Huelsman

Principal

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.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.