Overview
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, and their interests. As a result they feel secure and confident in the decisions they make throughout their financial journey.
Education
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.