Hey, I'm Jenna!

My first career was as a highly accomplished Registered Nurse. I loved caring for patients and took great pride in the work I did.

But over time, I noticed a consistent and concerning pattern—among both my patients and my colleagues:

No one was paying attention to their wealth.

And when finances were neglected, health often suffered as a result.

That realization changed everything.

Four years ago, I made the decision to transition out of traditional healthcare and into financial services—so I could help people take control of their financial well-being with the same care and intention I once brought to patient care.

Today, as a Financial Professional affiliated with Forbes and partnered with Universal Wealth, I help individuals and families with things like: