Jenna advises clients on strategic decisions and advanced planning, delivering integrated, multigenerational strategies that align cash flow, charitable goals, and transfer priorities with what matters most to each family. With over 15 years of experience in insurance and financial services, she helps clients transform financial concerns into confidence through comprehensive wealth management. Her goal is to build broadly diversified portfolios customized to each client, whether that means creating memorable family experiences, planning dream vacations, or building lasting legacies.

Grounded in the belief that sound strategy starts with understanding a client’s priorities as much as their numbers, Jenna favors a collaborative planning process. She encourages clients to stay engaged as their plan takes shape, closely aligning strategy with both their immediate and long-term goals. She is a Retirement Income Certified Professional® (RICP®) and earned her Bachelor of University Studies in business management from North Dakota State University.

Outside of the office, Jenna can be found hiking mountain trails, reading, or enjoying peaceful days by the lake with her three dogs. She’s an active volunteer with United Way and believes in giving back to her community.