Jenna Deets, CFP®, MBA
Director of Financial Planning, Chief Compliance Officer, Investment Advisor Representative, Tax Preparer
Jenna has been with the firm since 2000. In her current role, she oversees overall operations and growth of the advisory business. She is also responsible for portfolio management, client support, preparing financial planning work, tax preparation, and internal compliance. Jenna offers expertise in the areas of portfolio management and comprehensive financial planning. She earned a BS in finance from the University of Wisconsin and a MBA from Viterbo University. Jenna is also a Certified Financial Planner®. When she is not in the office, she enjoys spending time with her three children and husband as well as riding and showing quarter horses.