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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

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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.