Jennie Spurlock CFP®
Senior Financial Planner
Jennie is one of the firm's senior financial planners. She earned her master’s and bachelor’s degrees in Personal Financial Planning from Texas Tech University. Jennie has been working full-time in the financial planning industry since 2014 and obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2017. She enjoys working with clients in all phases of life and helping them to achieve their financial success and goals at each stage.
Born and raised in Texas, Jennie now resides in Rhode Island with her husband and daughter. She enjoys traveling, scuba diving, and reading when she isn't spending time with family.