Results and relationships have been at the foundation of Jenna’s approach to wealth management since she launched her financial career in 2018. Over the years, she has found the most effective strategies begin with her genuine appreciation for each client – their personal passions, most cherished goals and greatest concerns.
Jenna is a dedicated financial planner who makes it a point to listen (more than talk) and dig deep, to help clients explore goals they may not have articulated before coming to Krilogy.
Jenna believes it’s critical to help educate clients and keep explanations simple, even when a strategy may be complex. She also recognizes the importance of reassuring clients during periods of market volatility and personal difficulty. Ultimately, Jenna wants clients to understand where they stand financially and what’s possible, given their ability to follow a strategy that extends beyond disciplined investing to managing cash flow, budgeting and other areas.
“Clients fascinate me – especially their stories of how they acquired wealth, the bumps they’ve taken and what they learned along the way,” Jenna explains. “It’s a genuine joy to make a positive impact on their lives, to educate them and see ‘a light go off in their heads’ when they grasp something for the first time. In addition to their comfort with risk and other financial considerations, I put a premium on their values and visions – what they want for their families and communities.”
Jenna finds that her rigorous and ongoing industry training allows her to bring clients the highest level of knowledge. She holds the CERTIFIED FINANCIAL PLANNER™ designation and the Accredited Portfolio Management Advisor (APMA®) designation.
Prior to joining Krilogy in 2023, Jenna spent more than five years as a financial planning specialist at Ameriprise and portfolio manager at U.S. Bank Private Wealth Management. She holds a Bachelor of Science degree in Human Environmental Sciences with an emphasis in Personal Financial Planning from the University of Missouri-Columbia. She also holds a place in her heart for helping families with special needs children. Jenna’s brother has high-functioning autism and has been a constant presence and inspiration in her life.
An avid cook, Jenna resides in Affton with her better half, Jeff, who delights at her “kitchen experiments.” Given the time, Jenna and Jeff also enjoy traveling near and far.
