Get to know our dedicated team

We work as a team providing comprehensive financial planning, including integrated insurance planning for clients nationwide. Clients value our combined 20 years of experience in retirement income distribution, education funding, small business planning, investment strategy and risk management, tax efficiency, and legacy planning.

Photo of Associate Wealth Management Advisor Jenna K Carter

Jenna K Carter

RICP®, WMCP®, ChFC®

Associate Wealth Management Advisor