BBA in Accounting Stephen F. Austin State University
Biography
Education & Designations
Biography
“I’m passionate about helping people make wise decisions about their investments and financial plans. I value long-lasting client relationships where I’m a trusted sounding board for processing complex financial situations and arriving at well-informed decisions.”
Jenny Fleming, who brings 25 years of experience to her clients, began her career as a comptroller for her family’s business. Following the sale of the business, she served as treasurer and vice president at a life insurance company, managing a $95 million portfolio. Jenny then joined a large Austin advisory firm, where she pursued her passion for advising high-net-worth clients on business transitions, federal income tax, trusts, estate planning, retirement planning, stock options, and investing. Jenny founded Equistar Wealth Management in 2008, with the goal of providing tailored investment advice and solutions.
Jenny and her husband, John, enjoy entertaining, traveling, sailing, and fly-fishing.