Jenna provides comprehensive financial planning services with her expertise in the areas of investment management, tax planning, estate/legacy planning, and risk management. She makes it a priority to understand her clients – their goals, their industry, their business, even their passions and what gets them out of bed each morning. As a result they feel secure, confident, and happy in the decisions they make throughout their financial journey.
Jenna graduated from the University of Minnesota – Duluth with a BBA in Finance-Financial Markets. She is a CERTIFIED FINANCIAL PLANNER™ and holds her Series 63 and Series 7 licenses.
In the community
She is an active member of the Financial Planning Association of Minnesota and is dedicated to the mission of Junior Achievement of the Upper Midwest.
Resources and events
Article 9/9/2022Six Tax-Efficient Ways to Transfer Wealth to the Next Generation
Article 4/17/2020CARES Act: Impact on Retirement Accounts and Employer Sponsored Plans