Jenna has over 20 years of financial industry experience, with a primary focus on tax, investment, and retirement planning. She has focused her niche on serving retirees and those planning for retirement, and is dedicated to helping her clients achieve their goals. Her greatest fulfillment comes from the relationships she builds with her clients and enjoys working in partnership with them through all phases of their financial journey.
Jenna is a co-owner and Chief Compliance Officer of Synergy Financial Group of Arizona, a Registered Investment Advisory firm, that she helped found with her partner, Richard Shields, in 2010. Jenna is a fully licensed financial planner and registered representative of United Planners, maintaining her Series 7, 63, 65 and 24 securities licenses. She also holds her Arizona state insurance license. She earned her Bachelor’s Degree in Finance and Economics from Grand Canyon University.
As a testament to her field of expertise, Jenna also maintains many professional designations including the elite designation of CFP®, CERTIFIED FINANCIAL PLANNER ™ and the advanced financial planning designation of ChFC®, Chartered Financial Consultant. She also holds her AAMS®, Accredited Asset Management Specialist, designation. Jenna is also an Enrolled Agent, a credential awarded by the Internal Revenue Service that grants her the authority to represent taxpayers on their behalf. In addition to achieving these designations, Jenna adheres to rigorous continuing education and ethical guidelines and maintains each designation in good order.
Jenna shares her life with her husband, Justin, and their three children, Kyla, Cole and Kara, and their three rescued dogs, Henry, Lexi and Shilo. Jenna is a passionate animal activist and devotes her free-time to the rescue and rehabilitation of animals. She also supports many non-profit organizations including the ASPCA, the Humane Society of America and the Maricopa Animal Care and Control. In her spare time, Jenna enjoys spending time with her family especially while enjoying the outdoors at their cabin in Payson.