Jenna assists clients to create long-term personalized plans to help meet their investment and retirement goals. She strives to provide exceptional client service and partnership.

Jenna started her career at Wells Fargo Advisors in 2010. She holds the following registrations, General Securities Representative Series 7, State Securities Law Series 66, General Securities Principal Series 24, FINRA General Securities Sale Supervisor Series 9, General Securities Sales Supervisor Series 10 and Life & Health Insurance. Jenna has a Bachelors degree in Journalism from Indiana University and an MBA from Webster University.

Jenna lives in St. Louis County with her husband, Chad, and two sons, Cole & Patrick. While her boys keep her busy, she also remains active at their school, Sacred Heart Valley Park. In her free time, Jenna enjoys spending time with family, reading and cheering on her beloved Indiana University basketball team.

Jim is a Financial Advisor and Managing Director - Investments at Wells Fargo Advisors. His career has spanned over five decades, during which he has counseled many individuals and families as they have progressed through various phases of their lives. In addition, Jim has filled various management roles over his career, supervising and mentoring hundreds of financial advisors and their support staffs.

Jim has a Bachelor of Arts in Government from Georgetown University and attended University of Missouri-Columbia Law School before enlisting in the United State Marine Corps. Jim has received a number of awards during his career, including the Wells Fargo Advisors 2014 Spirit Award. The Wells Fargo Advisors Spirit Award was established to recognize a select group of Platinum Council Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Wells Fargo Advisors Platinum Council distinction is held by a select group of Financial Advisors within the Firm as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Jim has been active in various executive, board and committee roles with a number of community-based non-profit organizations. These include St. Louis Priory School, St. Louis Abbey,  Edgewood Children's Center, White House Jesuit Retreat Center, Aim-High of Greater St. Louis, Mathews-Dickey Boys and Girls Clubs, and Semper Fi & America's Fund. He lives in Webster Groves with his wife, Pat. They have two children and 3 grandchildren, all of whom live nearby in St. Louis.