Jenny LeRoy, CFP® is a CERTIFIED FINANCIAL PLANNER™ practitioner with both a Bachelor’s and a Master’s degree in Business Administration from Southern Oregon University. Known for her problem-solving skills and passion for helping clients succeed, Jenny specializes in guiding Boards and Trustees through ERISA plan design, compliance, and fiduciary responsibilities. Her responsiveness and commitment ensure that clients, whether individual 401(k) participants or institutional decision-makers, receive thoughtful, timely support. 

Raised in the paniolo (Hawaiian cowboy) town of Makawao, Hawaii, Jenny’s early years on a cattle ranch instilled a strong work ethic and deep resilience. After moving to the mainland for college, she fell in love with the Rogue Valley and has proudly called it home ever since. 

Outside of work, Jenny leads an active lifestyle filled with hunting, fishing, and outdoor adventures with her husband and two daughters. She is deeply committed to her community, volunteering with the Rocky Mountain Elk Foundation, serving on her children's Parent-Teacher Organization Board, and supporting local initiatives, such as the Mayor’s United ACCESS Fundraiser, which benefits the Rogue Valley’s food bank. 

Her favorite mantra, “If you’re not early, you’re late,” reflects her proactive, detail-oriented approach. Jenny is especially passionate about working with clients in the construction industry, where she finds a shared appreciation for practical, results-driven thinking. Whether she’s guiding a client through financial strategies or swapping favorite book recommendations, Jenny brings authenticity, clarity, and dedication to every conversation. 

If you're looking for a trusted partner to help you navigate retirement plans, strengthen fiduciary oversight, or support your financial goals with integrity and care, reach out to Jenny today. She’s here to help you move forward with confidence.