Jenny Nelson is M2 Financial Group’s dedicated Client Services Manager, bringing energy, precision, and a client-first mindset to everything she does. Since joining the firm in September 2021, Jenny has become a trusted resource for clients and advisors alike.
Drawing on her strong background in the insurance and hospitality industries, Jenny brings a unique blend of technical expertise and genuine care to her role. She works closely with Michael to ensure clients receive exceptional service—from onboarding and account maintenance to daily support and personalized communication. Jenny also plays a key role in M2’s marketing and social media efforts, helping the firm connect with clients and the broader community.
Passionate about growth and continuous learning, Jenny has enjoyed expanding her position into a more client-facing role, deepening relationships and helping clients feel confident in every step of their financial journey.
Jenny graduated summa cum laude from Rasmussen College in 2017 with a Bachelor of Science in Business Management. She holds Life, Health & Accident, Casualty, and Property insurance licenses, as well as her Series 7 and 66 securities registrations through LPL Financial.
Originally from Buffalo, Minnesota, Jenny spent her summers at her family’s fishing resort—where she developed her lifelong love for swimming, cliff jumping, and outdoor adventures. Today, she lives in Ramsey, where she owns a townhome and enjoys working on home projects, spending time with friends, and playing with her three cats.
My Favorites:
Favorite local restaurant: Margie’s Kitchen or Biaggi’s
Favorite coffee order: Any refresher – not a coffee lover
Favorite sports team: MN WILD
Favorite movie or TV show: One Tree Hill or the Bravo-verse reality shows
Favorite Musician or Band: Kelsea Ballerini
Favorite Quote: The world needs who you were meant to be.