Jenna joined Freestone’s client advisor team in 2015. She began her career at Merrill Lynch before spending six years at UBS Financial Services as an Administrative Manager and Private Wealth Relationship Manager. It was in her Relationship Manager role that Jenna realized her passion for educating and assisting clients as they pursue their individual investment, financial, and retirement goals.
At Freestone, Jenna focuses exclusively on high-net-worth individuals and families, providing comprehensive investment and financial planning advice based on their personal goals and life transitions. She enjoys helping clients identify and overcome potential gaps in their current financial plans to help them achieve their unique investment objectives. Working closely with attorneys and CPAs, Jenna coordinates a team approach that ensures her clients’ overall financial well-being is addressed on an ongoing basis.
Jenna earned her Bachelor of Arts degree from Washington State University with an emphasis in Economics, Psychology, and Sociology. She holds the Certified Financial Planner (CFP®) designation as well as her Washington State Life, Health, and Disability insurance licenses.
Jenna enjoys spending her free time supporting many causes through her involvement with a non-profit volunteer organization. Through this organization, she gives back to the local community by volunteering her time with other charitable organizations such as the local food bank, Crossroads Mission, and the Navy-Marine Corps Relief Society. When not volunteering, she likes getting together with her book club, catching a movie, exploring the country, and spending time with her husband.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
Subscribe to our blog.
Sign up to receive our latest news sent to your inbox.