Jenna has been a valuable member of our team since officially joining in June 2020, following three successful summers as an intern. Jenna graduated Magna Cum Laude from Saint Joseph's University in Philadelphia, PA, where she earned her degree in Finance and Business Analytics. During her time at university, Jenna was actively involved in various professional organizations, including Delta Sigma Pi, a business fraternity, and Alpha Phi Omega, a national service fraternity. She also dedicated her time as a weekly community service volunteer at a local food bank.
Jenna has recently achieved the prestigious CERTIFIED FINANCIAL PLANNER™ designation, which represents the highest standard of excellence in financial planning. As a CFP® professional, Jenna has met rigorous education, training, and ethical requirements, demonstrating her unwavering commitment to serving clients' best interests. In addition to being a CERTIFIED FINANCIAL PLANNER™, Jenna holds other professional qualifications, including a General Securities Representative license (Series 7) and a Uniform Combined State Law license (Series 66). She is also licensed to sell Life, Health, and Variable insurance in New Jersey.
Beyond her professional achievements, Jenna maintains an active lifestyle outside of work. She can often be found on the tennis court, golf course, or running along the streets of her hometown in Cinnaminson, NJ. Her dedication to both her professional and personal pursuits showcases her commitment to excellence in all aspects of her life.
