Favorite Quote
"In every job that must be done, there is an element of fun." - Mary Poppins
FINRA BrokerCheck
Perform a background check on Ultimus Fund Distributors, LLC using FINRA’s BrokerCheckJenny LeRoy
CFP
Ms. LeRoy received her Bachelors in Business Administration from Southern Oregon University.
She received her Masters in Business Administration from Southern Oregon University. Ms. LeRoy is a CERTIFIED FINANCIAL PLANNER ™ practitioner.
As a "people person" I love to help solve problems for our clients. I am the lead consultant on numerous ERISA plans, guiding Boards and Trustees on Plan Design, compliance, and their fiduciary roles. Our clients can rely on me for a quick response; whether that is a 401(k) participant asking how to take out a loan to pay for college, or an institutional client getting organized for a Board meeting.
Prior to Cutler, I worked five years as a Manager at a CPA firm that specializes in attesting to the investment performance results of over 800 registered investment advisors worldwide. This institutional background in the investment management industry has provided me with a breadth of viewpoints and helps to ensure Cutler's clients receive the highest level of advice.
I grew up in the paniolo (Hawaiian cowboy) town of Makawao, Hawaii, where my parents ran a cattle ranch. Catching a little island fever, I ventured off to the mainland and started college at Southern Oregon University. I instantly fell in love with what the Rogue Valley had to offer and I was determined to make it my home.
My husband and I are avid outdoorspeople, We spend our free time hunting and fishing, and playing with our two daughters. I am committee volunteer for the Rocky Mountain Elk Foundation, committee member of the Mayor’s United ACCESS Fundraiser event and an ongoing member of the Southern Oregon Estate Planning Council.
Favorite Quote
"In every job that must be done, there is an element of fun." - Mary Poppins
My Services
Today’s Financial Advisors should provide fiduciary advice that is appropriate for each individual client. No two individuals are the same. Our experienced team can help you identify your goals, and we have the tools to help you achieve them. Whether building a Financial Plan, identifying a low-cost investment solution, talking with you about socially responsible investments, or looking for income, we work with you to identify your needs.
Our Institutional Consulting division is focused on building the right platform for your organization. As your advocate, we will help with plan design, plan maintenance, and vendor management. We are willing to be your 3(38) fiduciary, where appropriate, meaning that we will assume liability for investment selection within your retirement plan. And, for certain plans, we are also responsible for all participant education, helping each one of your employees reach their retirement potential.
