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Financial Services Professional


Mobile: (516) 410-5362

Empowering Financial Futures with Personalized Care

I am passionate about empowering and educating individuals and businesses to achieve their financial goals and secure their future. With unwavering commitment to integrity, expertise, and client-centric service, I strive to be your partner in your financial journey and financial success. Whether it's helping a family plan for their children's education, guiding individuals towards retirement readiness, or assisting businesses in optimizing their financial strategies and employee benefits, or facilitating seamless succession planning to ensure the smooth transition of leadership and ownership within organizations, I find purpose in making a meaningful difference.

 Building Lasting Relationships

What sets me apart is my unwavering commitment to building long-term relationships based on trust, transparency, and exceptional service. I prioritize understanding my clients' goals, values, and concerns to create tailored strategies that align with their unique circumstances. 

Safeguarding What Matters Most

My understanding of the diverse needs and challenges families encounter in securing their futures is rooted in over 14 years of experience working closely with special needs families and being a mom to a teenager with special needs myself. I strive to be a resource for families by connecting them with the different support, services, and professionals in the community. At the end of the day, it's about protecting what matters most.

Balancing Life's Demands

I believe in the importance of work-life balance and embracing activities that rejuvenate the mind and body. Outside of work, you'll often find me spending time outdoors with loved ones, hitting the links, playing pickleball, or in the stands watching my kids play sports. I enjoy traveling with family and friends and the culinary arts – I am passionate about trying out new restaurants or experimenting with home-cooked recipes.  

I find fulfillment in giving back to the community and supporting causes that are close to our hearts. Whether it's volunteering at my children's school or participating in charity run/walk events, I try to make a positive impact and pay it forward whenever possible.

Jena is insurance licensed in NY, NJ, CT, DE, FL, MD, PA, TX

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