← Meet the Team
Jenny Jesse, CFP®, EA
Lead Financial Planner
Jenny Jesse is a Lead Financial Planner at Annex Wealth Management.
As a Lead Financial Planner, Jenny analyzes complex financial situations and provides comprehensive financial guidance to our clients on a variety of topics such as tax planning, retirement planning, charitable and legacy planning, social security optimization, and more.
Jenny was an intern at Annex where her primary role was supporting the financial planning team. Prior to returning to Annex, she worked as a client service administrator at a registered investment advisor in the Chicago suburbs.
She graduated from UW-Madison with a degree in Personal Finance and a certificate in entrepreneurship. Jenny is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent.
Jenny enjoys baking, cheering on the Badgers, trying new local restaurants, and spending time with her cat, Olive.
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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