Meet Jenna
Jenna brings clarity and confidence to financial planning, helping clients feel supported and empowered in their journey. Detail-focused and proactive, she is committed to making the planning process smooth and manageable.
She is currently pursuing her Bachelor’s degree in Personal Financial Planning at Utah Valley University, home to a top-ranked CFP® program. Jenna is an Accredited Financial Counselor® (AFC®) and serves as President-Elect of UVU’s Personal Financial Planning Student Association. Her dedication to the profession has been recognized nationally—she was honored as one of 15 recipients of the Charles Schwab RIA Talent-Advantage Scholarship. With nearly two years of experience in financial planning operations and client service at local RIA firms, Jenna also volunteers as a financial counselor for low-income families.
Outside of work, Jenna enjoys skiing, backpacking, reading, and cooking. She thrives on staying active, learning new things, and giving back through volunteer work.