My Approach

I believe that financial planning should be a healing modality, reestablishing and finding peace in one’s relationship with wealth. When done right, working with money should be a stress reducing process that allows clients to feel the sense of peace and calm that comes along with knowing that their finances are in order and they are making well-informed decisions. I believe in the power of Social Impact Investing and the profound effect investing with your values can have on your finances and the world. I take pride in my ability to ask the right questions, listening closely to your answers to make sure you feel confident that the advice I provide best reflects your unique dreams and goals.


Investors could experience increased risk when limiting investment choices to a specific industry sectorthat may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution,and involve investment risks including possible loss of principal and fluctuation in value.


The best places on earth are the beaches… for walking with Bruce Springsteen on my ipod, for reading books or just being with family and friends. Each year I try to find time for a spiritual retreat. Travel is also a passion of mine and I recently got my first certification in Scuba diving. I believe in giving back to the communities to which I belong. In addition to serving on committees, I mentor new advisors and I actually LOVE public speaking. But most of all, I love spending time playing board games and bike riding with my 14 year old son, Duncan, and having engaging conversations with my son, Ben, a recent graduate of UCLA.

Community Participation

  • President of the Board of Trustees, Treehouse Shakers, an organization that brings dance and storytelling to children
  • Global Advisory Network , World Pulse, an international organization that uses the power of interactive media to connect and bring a global voice to women worldwide.
  • UJA Federation of New York
  • Scenic Hudson, works to protect and restore the Hudson River and its majestic landscape as an irreplaceable national treasure and a vital resource for residents and visitors.
  • Food Bank for Westchester, is the backbone for the county's emergency food distribution network.

Areas of Focus

  • Sustainably Responsible Investing
  • Wealth Preservation Strategies
  • Divorce Financial Planning
  • Domestic Partner Planning
  • Intergenerational Planning
  • Saving for Education
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Small Business



Awards & Recognition

  • Barron's Top 100 Women Financial Advisors1, 2009-2015
  • Barron's Top 1,200 Financial Advisors, 2014, 2015
  • FIVE STAR Wealth Manager2, 2009,2010
  • Ameriprise Circle of Success, 1988-2010
  • Ameriprise Chairman's Advisory Council, 2005-2013
  • Ameriprise Diamond Ring Club, 2008
  • Ameriprise Hall of Fame, 2012


  • CDFA™  Certified Divorce Financial Analyst
View Definitions


  • Masters of Business Administration, NYU - Leonard N. Stern School of Business
  • Bachelor of Science - Accounting, University at Albany, Albany, NY

Professional Associations

  • CNBC Digital Financial Advisor Council
  • Financial Planning Association
  • NFL Players Association, registered Financial Advisor
  • National Association of Professional Women

Files for Download

My Videos

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    Pell Wealth Partners

    Get to know a bit more about who we are!


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    Jennie's Story

    Listening to my client's needs and building personal relationships is the most important first step when planning for their financial future.


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    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.


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    The secure site on

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.



My PhotosShow Thumbnails

Tony and me at the Volunteer Spirit Awards Breakfast
Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.