We are extremely honored to announce Jacquelyn Denson, CFP® as our newest Partner at Vestia Personal Wealth Advisors! Jacque has been with Vestia since our founding in 2018 and has made a remarkable contribution to growing our firm to where it is today.
After working with several female physicians early in her tenure at Vestia and observing the need women physicians have for a financial advocate as they grow their careers and their wealth, Jacque co-founded Vestia’s Women Physician Practice Group in 2020. Her signature “Women, Wine, and Wealth” event has been enjoyed by women physicians from Virginia to Nebraska to Oregon and brings much needed financial education in an environment that’s relaxing and fun. Jacque’s work with women physicians has been a primary driver of Vestia’s impressive growth since inception and we are proud of her leadership in this area!
Jacque relentlessly seizes new opportunities to learn and hone her craft. She became a CERTIFIED FINANCIAL PLANNER™ in 2021 and then completed Yale University’s Investment Management Theory & Practice Education Program in 2023 and lends her investment expertise to the team as the co-chair of Vestia’s Investment Committee.
Much of Jacque’s 13-year tenure in financial planning has been spent working directly with Vestia’s Partner & CEO Lauren Oschman. “I am beyond thrilled to congratulate Jacque as our newest partner! She has seamlessly evolved from a dedicated client service administrator in my practice to a formidable force in physician financial planning and a primary driver of our firm’s remarkable growth” says Oschman. “Jacque’s incredible journey, marked by over a decade of unwavering commitment, leadership, and innate understanding of the unique challenges faced by women physicians, exemplifies the excellence and care we strive for at our firm.”
“Being named a partner at our firm is an absolute honor and a testament to the incredible journey I’ve had with my clients” says Jacque. “I am beyond excited to continue advocating for women in medicine, building impactful financial plans, and empowering my clients to achieve their dreams!”
Join us in congratulating Jacque on this milestone in her career!
