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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