Jenny Beck

Senior Client Relationship Associate

As a Senior Client Relationship Associate, Jenny Beck partners closely with wealth advisory, financial planning and internal support teams to ensure client satisfaction, retention, and growth. Her commitment to helping clients plan for their financial future is the driving force behind her career.
Previously, Jenny served as an executive assistant to a partner and his wife at a financial firm, managing branch operations and collaborating with advisors on compliance, client, and training issues. Her extensive experience in client services underscores her expertise in fostering positive relationships.
Jenny is currently completing her bachelor's degree in Finance at Regis University, with only five classes remaining. Her educational journey is enhancing her capabilities in financial services.
Outside of her professional life, her greatest joy comes from spending time with family, especially her three grandchildren, who are all under five years old. Additionally, she enjoys live music, socializing with friends and caring for her dog.