With fifteen years of experience in insurance and financial services, Jenna helps clients transform their financial concerns into confidence. She brings a comprehensive approach to wealth management, believing that the best strategies emerge from understanding not just numbers, but what matters most to each client. This might mean creating memorable family experiences, planning dream vacations, or building lasting legacies.

Jenna believes in a truly collaborative approach to crafting plans. She actively encourages clients to engage while building the plan together. She takes care to address both their immediate challenges and long-term aspirations. Her goal is to give them a broadly diversified portfolios customized to them.