JENNY ELSTEIN, FPQP®
Senior Registered Sales Assistant, RJFS
Client Services Manager
Jenny entered the financial industry by chance. In 1997 she took a temporary job at a brokerage firm in California and loved it. Her aptitude in math, desire to help people, and curiosity to fix things allowed her to excel in this field. Jenny brings more than 24 years of experience within the financial services industry
to help serve clients facing life transitions.
As a registered associate, Jenny values working with clients on a day-to-day basis, helping them make forward progress towards their goals. She helps our clients understand their financial picture, educates them on retirement and transition issues and helps design financial plans.
Jenny enjoys spending time with her husband, David, and their children, Eli and Benjamin. Outside of her full-time career and family commitments Jenny continues her path of lifelong learning by attending University of North Carolina at Greensboro finishing up her Bachelor’s degree.