As Financial Advisor, Jenn guides and collaborates with clients in order to understand their personal goals and values, so she can help them build a customized financial plan that is reflective of them. She is there to guide you through all the twists and turns of life, evolving the plan to ensure that you remain on track. She has a passion for helping clients understand more about their finances and providing them with financial confidence and reassurance.
As a CERTIFIED FINANCIAL PLANNER PROFESSIONAL™, Jenn knows the importance of understanding any changes to your financial situation and always acting in your best interests. In addition, she holds her Series 7 and 66 licenses, and is an active member of a Kingdom Advisors study group that encourage each other towards incorporating biblical values and perspective with clients.
She graduated from Indiana University, Bloomington. While interning for PaineWebber she found her passion for wealth management and helping clients with their finances. She began working in the financial service industry in 1997 and has worked with Charles Schwab and LPL Financial before joining Legacy Wealth in 2018.
Jenn and her husband Brett recently moved from the Chicago area to Cave Creek, Arizona. They have two adult daughters and enjoy spending time together while hiking, biking, and watching sports. Jenn and Brett recently joined the North Ridge Campus of Scottsdale Bible Church in Cave Creek.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.