Jeni became WealthSource Partners’ Head of Operations when Avant-Garde Advisors merged with Vellum Financial in 2016. Dedicated to accuracy, efficiency, and compliance, she oversees the Operations Team for all advisors on the platform. Jeni’s focus is to ensure her team provides our advisors with unsurpassed service and personal attention so they can, in turn, do the same for their clients. Jeni brings strong and diverse service and operations experience to WealthSource. She served as a Registered Personal Assistant at several Broker/Dealers to top-producing representatives and was a trainer in Dealer Services for Oppenheimer Funds. Jeni has developed powerful relationships with our custodians’ service teams, assisted in our comprehensive technology upgrades, and enjoys finding ways to improve our advisors’ back-office experience. Having seen many different aspects of the financial industry, she is a great believer in the client-centric fiduciary approach that WealthSource Partners implements as an independent registered investment adviser.
Jeni is a Colorado native and received her Bachelor of Science degree in Finance from Colorado State University. She lives in Parker with her husband and two teenage sons and tries to find as much time as possible to entertain, cook or ski with family and friends.