Jenna is our administrative assistant. She coordinates the preparation work for client appointments, including Portfolio Reports, Summary Spreadsheets and Investment Downloads. She manages the financial consultants’ calendars. This includes scheduling appointments for annual reviews and allocation changes. She also helps out with incoming phone calls, directing clients to the appropriate staff member.
Jenna is currently a Cleveland State University student, majoring in business and communications. In the spring and summer she enjoys hiking, and in the fall and winter she enjoys bowling.