With six years of experience in the finance industry, Jenn provides essential support to both her team and clients as a Financial Advisor Assistant. Jenn’s role includes preparing financial review, assisting with RMDs, facilitating money transfers, rebalancing assets, offering day-to-day client support, and more.

Jenn is highly detail oriented and takes pride in her strong attention to detail, ensuring that every process is handled with accuracy and care. She also takes pride in building genuine relationships and ensuring that each client receives the personalized service they deserve.

Jenn holds a Life and Health insurance license, allowing her to assist clients with important needs. While Jenn originally earned her bachelor’s degree in forensic science with a minor in Criminal Justice, Jenn discovered a passion for finance and she hasn’t looked back since! Jenn loves being part of a team that helps clients with their financial goals.

Outside of work, Jenn loves staying active whether it’s hiking, wake surfing, snowboarding, or playing pickleball. She also has a passion for travel, camping, cooking, and planning unforgettable events. Fun fact about Jenn is that she met her fiance on an airplane, and it has been an adventure ever since!