Jennie specializes in retirement planning and overall wealth management, helping clients create personalized strategies designed to support their long-term financial goals. “My approach is very personal and education-focused. I want clients to not only have a plan but to understand that plan—how it works, why it’s designed the way it is, and how it supports their goals. I take the time to listen and learn about what’s important to them, whether that’s preparing for retirement, managing risk, or building generational wealth. I’ve earned the CRPC® designation—Chartered Retirement Planning Counselor—which allows me to bring a deeper level of insight to retirement-related decisions,” she says.

“My mission as a financial advisor has always been to help clients feel confident and secure about their financial future by providing clear, personalized guidance every step of the way. I strive to build long-term relationships based on trust, education, and consistent support. My goal is to make sure each client’s plan aligns with what matters most to them, whether that’s retiring comfortably, managing risk, or building a legacy. It’s not just about numbers—it’s about helping people live the life they’ve worked hard for,” she says.

Originally from a small town called Waynesfield, Ohio, Jennie recently moved to Findlay with her family after living in Archbold for the past 11 years. “My small-town upbringing taught me the importance of trust, integrity, and genuine connection—values I bring into every client relationship. At the end of the day, I want people to feel confident, informed, and supported. That’s the foundation of everything I do. It’s exciting to be back in the region and to serve the local community in a meaningful way. What drives me in this work is the opportunity to build real relationships with people and help them feel confident and prepared for the future,” she says.

“Financial planning can be overwhelming, and I enjoy being someone clients can count on for guidance, clarity, and long-term support. My role is to understand not just the numbers, but the why behind each client’s goals—whether that’s retiring comfortably, achieving a major milestone, navigating a life change, sending a child to college, or protecting their legacy. I take a collaborative, educational approach. I want my clients to feel informed and empowered, not overwhelmed.”

Community involvement has always been a core part of who Jennie is. During the 11 years she lived in Archbold, Ohio, she served as president of the Archbold Rotary Club and served on the boards of Fulton County United Way and Adriel Foster Care, both of which support children and families throughout the region. “One of the projects I’m especially proud of is helping to launch the Fulton County Festival of Trees, a holiday event that raises funds in support of Triangular Processing, an organization that serves individuals with developmental disabilities. I was honored to serve as the original chair of the event and help establish it as a beloved annual tradition. In addition, I served as the leader of Archbold Girl Scout Troop 1316 for four years, mentoring young girls and helping them build confidence, leadership skills, and a heart for service. Now that I’ve relocated to Findlay with my family, I’m excited to become actively involved in this community as well—connecting with local organizations, building new relationships, and continuing to serve wherever I can make a positive impact,” Jennie says.

Jennie graduated with a bachelor’s degree from University of Northwestern Ohio as well as a Master’s in Business Administration (MBA). With a decade of experience in the financial services industry, Jennie was a financial advisor with Raymond James from 2021 to 2025, becoming licensed after serving as an administrative assistant with them from 2018 to 2021. Prior to that, she was a relationship banker for First Federal Bank from 2015 to 2018.

Married to Matt Gilroy, who is the director of Strategic Initiatives with Findlay-Hancock Economic Development, the couple has two daughters. Teylan is a student at Miami University in Oxford, Ohio, and Malayla is in grade school at Findlay City Schools.

Outside of her work as a financial advisor, she enjoys spending time with her family and pursuing activities that bring both creativity and connection. “I love cooking and baking, especially trying new recipes and sharing meals with others. I’m also an avid reader, always looking to learn something new or unwind with a good book. Volunteering continues to be a big part of my life—particularly when it comes to mentoring youth. Whether through Girl Scouts or community programs, I find it incredibly rewarding to help guide and encourage the next generation. These hobbies not only bring joy to my personal life but also reflect the values I bring to my work—patience, curiosity, service, and a strong sense of community,” Jennie says.