Jennefer Walsh, CFP®
Jennefer is 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, she jumped with both feet into the Financial Planning profession. Jennefer 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.
In 2004, after several years of working as an Assistant Financial Planner, Jennefer spread her wings and launched Walsh Financial Solutions in Golden, Colorado. In only 8 years, she grew her client base to include individuals across the state of Colorado, in five other US states, and who range from 21 to 90 in age. 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 the past President of the Board of the Colorado Chapter of the Financial Planning Association (FPA®), a 570 member professional association, and served on the Board of Directors for 7 years. Jennefer has hands-on experience in tax preparation and in life and business coaching.
Jennefer received her undergraduate degree from the Kelley School of Business at Indiana University in Bloomington, Indiana.
Personally, Ms. Walsh celebrated her 10-year wedding anniversary with her wonderful husband, Patrick, in the fall. Jennefer and Patrick have a 6 year-old son, Gavin, and a 4 year-old son, Luke, and an infant son, Jack, who are the sunshines of their lives. Together, they enjoy skiing, biking, and life outdoors.
Miriam is the Client Services Manager at Walsh Financial Solutions.
Professionally, Ms. MacKay comes to us with 20 years of experience working in corporate environments. She has an extensive background in information technology, project management, and customer service relations.
Prior to joining the firm, Miriam worked for 12 years as an Account Manager in a local Non-Profit and Association Management company.
Ms. MacKay graduated from Regis University in Denver, Colorado with a Bachelor's degree in Communications and a minor in Human Resources Management.
Personally, Miriam and her husband, Bruce, have been married for 27 years and have two children, Hannah, age 25, and Eli, age 18. Together, they enjoy traveling and the outdoor activities that Colorado offers.
Walsh Financial Solutions is an affiliated Partner of
Colorado Financial Partners, LLC, is a unique group comprised of over 100 independent Financial Advisors located throughout Colorado and Southern Wyoming. The Partners are affiliated with LPL Financial, the largest independent broker/dealer in the nation (As reported by Financial Planning magazine, June 1996 – 2010, based on total revenues). As LPL’s largest Branch office in Colorado, The Partners provide intelligent, caring Wealth Management Strategies to over 26,100 clients.
With over 50 professional designations and an average of 15 years of experience, The Partners provide customized programs that are designed to help grow and conserve your wealth by delivering an unprecedented level of personalized service.
The business alliance formed between The Partners benefit clients by assuring the continuation of services regardless of unforeseen events. Enhanced tools and services are also available to The Partners as a result of their collective resources and experience.
Jennefer Walsh, CFP® is registered with, and offers securities and advisory services through LPL Financial.
LPL Financial was founded with a pioneering vision to help entrepreneurial Financial Advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer in the nation*, providing its Financial Advisors with the tools they need to offer the highest quality of independent investment advice.
Since its inception in 1989, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial translates into more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities.
The one and only focus of LPL Financial is providing LPL Financial Advisors with the tools, training and support they need to offer professional advice to their clients.
LPL Financial Key Facts:
- #1 independent broker/dealer in the country*
- Fourth largest broker/dealer in U.S. by number of advisors**
- Supporting over 13,400 financial advisors
- Service to nearly 700 financial institutions
- Over 3,000 staff with headquarters in San Diego, Boston, and Charlotte
- $3.661 billion in revenue***
- $396.7 billion in brokerage and advisory assets***
- LPL Financial advisors ranked #1 in the key factor, "Customer Satisfaction with Investment Performance," and #2 on the “Customer Satisfaction with Investment Advisor” category in the J.D. Power and Associates 2010 Full Service Investor Satisfaction Survey
* As reported by Financial Planning Magazine, June 1996 – 2013, based on total revenue.
** Based on publicly disclosed information and announced mergers as of December 31, 2012.
*** As of December 31, 2012.