Jenna joined Strategic Wealth Partners in April 2019. As a Client Relationship Manager, she provides assistance on a variety of activities, including being a point of contact for clients and assisting with review preparation.
Jenna holds the Series 7 and 63 registrations with Lincoln Financial Advisors. Jenna is also a Texas Life and Health Insurance Agent and a Texas Notary Public. Before joining Strategic Wealth Partners, she has gained experience in multiple Client Relationship Manager roles for firms in both Dallas and San Diego, as well as working on the Institutional side as a Relationship Specialist for Charles Schwab.
Jenna graduated from the University of Oklahoma with a BA in Sociology-Criminology, and a minor in Psychology. Jenna was born and raised in Coppell, TX and is happy to be home after living in San Diego for five years. When not in the office, Jenna enjoys spending time with her husband Kevin and pets (Kiwi and Kona), exercising, drawing, and horseback riding.