Schedule Appointment with Jenna

Choose Your Appointment Type

Unsure where to start? Click here to schedule a 15 min Discovery Call

30 MIN ZOOM

Overview of

Universal Wealth

  • Talk through what matters most to you

  • Learn about who we are

  • Learn about how we work

  • Identify the different types of solutions

60 MIN ZOOM

Financial

Check Up

  • Review your budget

  • Identify your assets & liabilities

  • Review retirement accounts

  • Review proper protections

30 MIN ZOOM

Agent

Opportunity

  • Work from Home Opportunity

  • Uncapped Income

  • FT/PT/Flexible Hours

  • Learn how we do it

Meet Your Wealth & Wellness Nurse

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:

  • Putting proper protection strategies in place

  • Managing and growing retirement accounts

  • Building emergency funds

  • Eliminating debt

  • Creating long-term financial confidence

Because true wellness isn’t just about physical health—it’s about financial peace of mind, too.

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