Investment strategies may fail when emotions dictate the investment process. Our disciplined, tactical approach helps remove the emotion, is easily explained and helps earn the trust of our clients.
APPROACH TO WEALTH MANAGEMENT
Our clientele qualifies for strategic portfolio management solutions, which we directly administer. We are committed to providing a clear approach to investment management that is geared for all market conditions.
Jenna has been a licensed, Investment Advisor Representative since 2000. She has worked in the financial industry since graduating from Indiana State University in 1997.
- CRPS® – Focus on Retirement Plans
- 1995 graduate with honors from Vincennes University
- B.S. in Business Administration with a Minor in Spanish and Concentration in International Business from ISU
- Universitat Politècnica de València – Foreign Studies course certification of completion
In 2001, Jenna was awarded the Vincennes University, Distinguished Alumni Award. She is designated an Accredited Investment Fiduciary® by the Center for Fiduciary Excellence and is also a designated Chartered Retirement Plans Specialist through the College for Financial Planning. Series 7, 65, and life/health/LTC licensed. She is fluent in Spanish and is a member of the American Translators Association.
Jenna served on the board of Impact 100 Greater Indianapolis where she is one of the founding members since 2005. She has also served on the boards of Delta Gamma, Dance Kaleidoscope and Gennesaret Art for Beds. She has a passion for improving company retirement plans, working with the Spanish-speaking community, and developing customized financial strategies for women.