Jenny Sneed, CFP®, ChFC®


It is gratifying to guide clients in allocating their resources throughout all phases of life. I enjoy managing the details to help clients pursue their ever-evolving financial goals.”

Jenny’s years of experience equip her with the wisdom to assist clients in making crucial life-changing decisions.  Jenny knows the business from top to bottom having started as an intern with Jackie Tucker and DeLynn Zell in 1999 and working her way up to Partner in 2016. She recognizes the importance of taking care of the small details on behalf of her clients. Jenny understands every aspect from conceptual planning to practical implementation of investments and income plans, helping clients utilize their income and assets in the most suitable manner. Clients reveal to her what is important to them about money and Jenny’s job is to have a firm grasp of the minutiae of their financial lives in order to draft and help implement a plan to pursue their goals.

In addition to managing her practice and meeting the needs of her clients, Jenny serves on the Firm’s Steering Committee, Chairs the Best Practices Committee, and is on the Marketing Committee.

Jenny and her husband, Brian, are raising two active children: Clay and Cara. They are active members of Hunter Street Baptist Church, and Jenny enjoys working with YWCA of Central Alabama and the Oasis Counseling Center for Women and Children.