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Favorite Quote

"In every job that must be done, there is an element of fun." - Mary Poppins
 

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Jenny LeRoy, CFP ®

Vice President

Ms. LeRoy received her Bachelors in Business Administration from Southern Oregon University.

She received her Masters in Business Administration from Southern Oregon University. Ms. LeRoy is a CERTIFIED FINANCIAL PLANNER ™ practitioner.

I grew up in the paniolo (Hawaiian cowboy) town of Makawao, Hawaii, where my parents ran a cattle ranch.  I kept myself busy between dancing, cheering, student government, horseback riding and helping out around the ranch.  Catching a little island fever, I adventured off to the mainland and started college at Southern Oregon University.  I instantly fell in love with what the Rogue Valley had to offer and I was determined to make this my home.

After college, I worked five years as a Manager at a CPA firm that specializes in attesting to the investment performance results of over 800 registered investment advisors worldwide.  Joining Cutler, my knowledge of the investment management industry ensures that Cutler’s clients receive the highest level of customer service.  One of my core focuses at Cutler is working with 401(k) participants and I take great pride in educating them on their investment options.

Coming from a beautiful island, I have a passion for the outdoors. Southern Oregon is an outdoor enthusiast’s paradise.  I love to visit our many lakes, or go hiking, hunting, white water rafting and fishing with my husband. I enjoy partaking in the community; I am committee volunteer for the Rocky Mountain Elk Foundation, committee member of the Mayor’s United ACCESS Fundraiser event and an ongoing member of the Southern Oregon Estate Planning Council.

Favorite Quote

"In every job that must be done, there is an element of fun." - Mary Poppins
 


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