Founder Jenny Fleming has been involved in the financial services industry for 23 years. Her career began as the comptroller of her family’s business where she was responsible for the investments of a life insurance company and accounting for various other entities. She later purchased that business and managed its sale to a large, publicly owned institution. After relocating to Austin, Jenny became the treasurer and vice president for an Austin-based life insurance company where she managed a $95 million dollar portfolio.
In 2004, she completed the University of Texas Certified Planning Program and obtained her CFP designation in 2005. She worked for an Austin-based financial planning firm for more than three years serving high net worth clients. Jenny managed $86 million for her clients until she left in September of 2008 to open her own wealth management company.
She is highly experienced in business transition, federal income tax, trusts, estate issues, retirement planning, stock options and investing. Jenny has also worked closely with individuals in financial and life transitions. In 2009 Jenny was named “2009 Five Star Wealth Manager-Best in Client Satisfaction” by Texas Monthly. In April 2010 she was notified that she had received the distinction of being among the 7% of wealth managers in the Austin, San Antonio and the Central Texas region to be chosen as a “Five Star Wealth Manager” for 2010.
Her professional associations include membership in the following:
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Women’s Fund of the Austin Community Foundation, Grants Committee
Jenny is married to John Fleming, a local attorney. She has two daughters and a son-in-law that live and work in the Austin area.
