• Jenna Caciolo

    Junior Paraplanner

Jenna started her career at Evans Wealth Strategies as an intern in both 2015 and 2016. After receiving her degree from York College of Pennsylvania with a major in Finance and minors in both Accounting and Economics, she went on to be a Senior Financial Analysis at Aesculap Inc. for 3 years.

Jenna’s Junior Paraplanner role supports the team in preparing presentations, proposals, and documents for client review meetings. This is yet another building block that will help catapult Jenna to her next goal of becoming a Financial Advisor. Her fresh approach and youthfulness bring new and innovative ideas to the team while learning to analyze and create investment models.

Jenna and her fiancé Bryce will be married in October 2022. They currently live in Emmaus with their two dogs, Nova and Oakley.