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Are you upset little friend? Have you been lying awake worrying? Well, don't worry...I'm here. The flood waters will recede, the famine will end, the sun will shine tomorrow, and I will always be here to take care of you.

– Charlie Brown to Snoopy

Jennefer Walsh

Jennefer Walsh, CFP®

Jennefer is the President and Owner of Walsh Financial Solutions.  She has counseled hundreds of professionals, business owners, couples, parents, and retirees in making smart and healthy financial decisions.

Jennefer began her professional career as a Database Analyst at IBM in Boulder, Colorado.  She quickly realized that she preferred working with people instead of computers and she rediscovered her passion for helping others.

In 2002, Jennefer jumped with both feet into the financial planning profession.  She began rigorous financial planning coursework at the Metropolitan State College of Denver and, in 2005, she met the requirements of the Certified Financial Planner™ certification.

After several years of working as an Assistant Financial Planner, Jennefer spread her wings and launched Walsh Financial Solutions in Golden, Colorado.  In only 11 years, she grew her client base to include individuals across the state of Colorado, in nine other US states, and who range from 21 to 90 in age.

Jennefer has hands-on experience in tax preparation and in life and business coaching.  She successfully led over thirty discussion groups for women relating to financial health and wellness.  And, she led one of Denver’s powerful community partnership programs to help facilitate and build strategic alliances between individuals, businesses, and nonprofits.

Ms. Walsh is a past President of the Colorado Chapter of the Financial Planning Association (FPA®), a 570 member professional association, and she served on the Board of Directors for 7 years.

Jennefer received her undergraduate degree from the Kelley School of Business at Indiana University in Bloomington, Indiana.

Personally, Ms. Walsh celebrated her 12-year wedding anniversary with her wonderful husband, Patrick, in the fall.  Jennefer and Patrick have a 10 year-old son, Gavin, a 8 year-old son, Luke, and a 4 year-old son, Jack, who are the sunshines of their lives.  Together, they enjoy soccer, skiing, and Colorado living.

 

Jenna Galey

Jenna Galey

Jenna is the Client Services Manager at Walsh Financial Solutions. 

Professionally, Mrs. Galey comes to us with over 15 years of experience working in corporate environments.  She has an extensive background in marketing, project management, and customer service relations. 

Prior to joining the firm, Jenna was the Director of the Broomfield Business Resource Center, working closely with the City of Broomfield, Chamber of Commerce and Small Business Development Centers to provide training and resources for small businesses and entrepreneurs in the area.

Mrs. Galey graduated from San Diego State University in San Diego, California with a Bachelor's degree in Communication, emphasis in International and Intercultural Studies.

Personally, Jenna and her husband, Chance, were married in May of 2016, and welcomed their first child, Ayden Pearl, in February 2017. Recent transplants to Midland, Texas, the newlyweds are busy exploring their new city and figuring our when to appropriately use "y'all" in a sentence. 

 

WWA

Walsh Financial Solutions is affiliated with Western Wealth Advisors.

Western Wealth Advisors is a business alliance comprised of more than 125 independent financial advisors with varied and complementary areas of expertise.  As a group, Western Wealth Advisors is the largest LPL Financial branch in Colorado and is also comprised of advisors in Arizona, California, Tennessee, and Wyoming.  Western Wealth Advisors serves more than 30,000 client accounts and encompasses over $2.93 billion in assets under management*.  Walsh Financial Solutions' affiliation with Western Wealth Advisors provides access to administrative and marketing support, analytical tools, and technological resources that enhance our client service capabilities.

* As of April 30, 2015

 

LPL

Jennefer Walsh, CFP® is registered with, and offers securities and advisory services through LPL Financial.

LPL provides Walsh Financial Solutions with the tools, technology, and support that we need to manage a successful practice.  Backed by LPL’s substantial resources, we can focus on what we do best — providing clients with prudent financial guidance and advice.

LPL supports Walsh Financial Solutions by offering:

  • Integrated technology — LPL’s integrated, web-based technology platform allows us to manage critical aspects of our business while remaining highly efficient and responsive to our clients’ needs.  Time-consuming processes — such as account opening and management, document imaging, transaction execution, and account rebalancing — are automated to improve efficiency and accuracy.  With LPL focused on technology, we are able to focus on what is most important: growing our clients’ assets.
  • Independent research — LPL’s research team provides unbiased research on mutual funds, separate accounts, annuities, alternative investments, equities, fixed-income securities, and more.  With a focus on performance, service, and transparency, their research team delivers timely perspectives on the ever-changing economic marketplace, helping us to help our clients understand and adjust to the latest developments.
  • Practice management programs and training — LPL constantly seeks ways to help us increase our service to our clients.  Their experience and leadership in our industry, as well as the size and diversity of their customer base, gives them the ability to benchmark the best practices of successful financial advisors and financial institution-based investment programs.  In addition, they are able to dedicate an experienced and diverse set of professionals to work with us, helping us to build and manage our business and client relationships through one-on-one consulting and group training.
  • Comprehensive clearing and compliance services — LPL custodies and clears the majority of our customers’ transactions, providing an enhanced customer experience and expedited processing capabilities — all backed by robust and responsive service center and operations organizations focused on providing timely, accurate, and consistent support.
  • Compliance oversight and support — In addition, LPL’s 300-person compliance team provides oversight of many diverse compliance and monitoring requirements.  They serve as a true business partner, working closely with us and acting proactively on our behalf so we can run a compliant practice.  By seamlessly integrating compliance functionality into our practice, they enable many of our procedures to be fully automated.  With LPL focusing on back-office service and support, we are able to focus on our clients’ future rather than on logistics.

 LPL Financial Key Facts:

  • Largest independent broker/dealer in the U.S. by total revenue*
  • Fifth largest broker/dealer in the U.S. by number of advisors**
  • Supports 14,093 financial advisors***
  • Service to 760 financial institution partners***
  • 3,403 employees with headquarters in San Diego, Boston, and Charlotte***
  • $4,275 ($ millions) 2015 Annual Net Revenue**
  • $478.7 ($ billions) in Advisory & Brokerage Assets***

*     As reported by Financial Planning magazine, June 1996 – 2016, based on total revenue.
**   Based on publicly filed information as of December 31, 2015.
*** As of March 31, 2016.

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