Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Jenna graduated from the University of Minnesota-Duluth with a Bachelor of Business Administration in Finance-Financial Markets in the spring of 2014. While there, she served as the Founder and President of the Women in Business Club and was the recipient of the Linda Larson Student of the Year Award for 2014. Jenna is a CFP® (Certified Financial Planner) and a member of the Financial Planning Association.
Jenna is passionate about connecting with clients and advising them on the advantages and disadvantages of different financial planning, insurance, tax and investment strategies. She is excited to serve high net worth individuals at CliftonLarsonAllen Wealth Advisors, LLC. This group of individuals includes owners of privately held businesses, senior corporate executives, professionals, and families and their succeeding generations.
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In the community
She is a member of the Minnesota chapter of the Financial Planning Association (FPA) and serves on the FPA Career Development committee.