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
Our People
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 the next 20 years, she grew her client base to include individuals across the state of Colorado, in seventeen other US states, and who range from 21 to 94 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 21-year wedding anniversary with her wonderful husband, Patrick, in the fall. Jennefer and Patrick have a 17 year-old son, Gavin, a 15 year-old son, Luke, and a 11 year-old son, Jack, who are the sunshines of their lives. Together, they enjoy soccer, skiing, and Colorado living.
Jennifer Feller, CFP®
Jenny supports the financial and investment planning processes for clients and within the firm.
Prior to joining Walsh Financial Solutions, Ms. Feller worked as the Director of Client Relations at a local financial planning firm, managing day-to-day operations, building financial plans, trading client portfolios, and researching numerous financial concepts and strategies. While there, she also took courses and gained advanced knowledge on student loan planning and repayment.
Jenny graduated from Virginia Polytechnic Institute and State University (Virginia Tech) in Blacksburg, Virginia with a Bachelor’s degree in Business as a Finance major. At Virginia Tech, she completed the CFP Board Registered Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER® professional.
Personally, Jenny enjoys hiking with her Golden Retriever, Sunny, traveling and spending time with friends and family.
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, have two little girls, Ayden and Kellyn, who keep them very busy.
Vanderbilt Financial Group
Jennefer Walsh, CFP® is separately registered as an investment advisory representative of Vanderbilt Advisory Services and licensed as a registered representative of Vanderbilt Securities, a full-service broker-dealer, member FINRA, SIPC.
Vanderbilt Financial Group (VFG) provides us with the tools, technology, and support that we need to manage a successful practice.
Vanderbilt Financial Group supports us by offering:
- Compliance oversight and support — VFG 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 VFG focusing on back-office service and support, we are able to focus on our clients’ future rather than on logistics.
- Technology — VFG’s 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 VFG focused on technology, we are able to focus on what is most important: growing our clients’ assets.
- Practice management programs and training — VFG 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.
Backed by VFG’s substantial resources, we can focus on what we do best — providing clients with prudent financial guidance and advice.
Fidelity Investments and National Financial Services
Vanderbilt Financial Group uses National Financial Services (NFS) on a fully-disclosed basis to act as custodian of your securities and cash accounts in addition to executing and clearing trades through the exchange floors as well as ECNs. In essence, the clearing firm acts as our intermediary when providing financial services for all types of private and institutional clients.
NFS is a wholly owned subsidiary of Fidelity Investments and offers fee-based products allowing us to choose from more than 10,000 load and no-load mutual funds, and a vast array of other financial products. No matter what products we choose, you’ll receive a combined statement from NFS and a consolidated 1099 statement at the end of the year.