TEAM-CENTERED APPROACH TO CLIENT SUPPORT
As sales assistant with Gate City Advisors, Jenna splits her time between the individual wealth management and employer-sponsored retirement planning groups, providing clients with a highly personalized service experience. Her responsibilities include running plan-level and individual investment review reports, processing 401(k) rollovers, and organizing plan participant education meetings. Jenna’s previous experience at the Bank of Oak Ridge, combined with collegiate studies in the field of Accounting, make her an invaluable client resource. She excels at crunching the numbers to provide clients with a concrete picture of where they stand in relation to their ultimate retirement objectives. No two days at the office are ever the same, and Jenna enjoys tackling new challenges as they arise. She brings a fresh enthusiasm to the team that both her colleagues and clients have come to appreciate.
Hailing from Ontario, Canada, Jenna currently resides in Raleigh with her husband, Leo, and son, Colt. Outside of the office, she shares her free time with her large extended family, taking frequent weekend trips to Falls Lake in Raleigh. She also enjoys taking in NC state football and basketball games with her husband and three brothers, all of whom run with the "Wolfpack." Jenna is an active member of Shiloh Presbyterian Church.
Jenna does not offer Securities or Investment Advisory Services.