Jenna serves as an advisor to clients, where her role is to educate, motivate, and inspire people to take action regarding their financial future. Using a holistic approach to create solutions for each client’s ideal situation.
"CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements."