Jen joined Greenway in October 2023 as an Associate Advisor. She has a passion for helping people achieve their financial goals and is looking forward to supporting the comprehensive financial planning approach at Greenway.
In 2015, she began her career in financial services at Vanguard where she provided investment education, guidance and client support. She quickly transitioned within the company to work alongside small business owners and self-employed individuals assisting in retirement planning. Most recently, she served high net worth clients as a senior financial advisor. Jen left Vanguard in order to focus on a more comprehensive planning approach and to build deep, trustworthy relationships with clients.
She graduated from Clemson University in 2014 with a B.S. in International Business Management and received her CFP® certification in the Summer of 2018. She’s a member of XY Planning Network.
Jen grew up in Asheville, North Carolina and returns frequently to visit her family. Outside of work, you can catch her at a local comedy show, trying out Charlotte’s new restaurants or listening to live music around the city.