Jenn has been with RBC Wealth Management for 24 years in various roles, including both the sales side and the compliance side of the industry. As a financial advisor, she is responsible for the planning side of the business, working with clients on their RBC WealthPlans and portfolio models. She has passed the Series 7, 9, 10 and 66 exams and holds her life, accident and health insurance license.
Jenn holds the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. This training focuses on providing financial advisors with the knowledge to help clients create a road map for their retirement, including income planning, developing investment strategies, reviewing Social Security benefits, providing estate planning services and reviewing health care options.
Jenn raised four kids in the Albertville, Minnesota community with Charlie, her husband of 20 years. They also have three grandsons. Jenn is a person who finds joy in a number of aspects of life. She loves spending quality time with her family at their cabin in Park Rapids, Minnesota—a place to which her parents took her as a toddler, and a tradition she continues with her own family. She enjoys golf, as it allows her to challenge herself, enjoy time outdoors and connect with others who share her interest in the sport. She also volunteers alongside her father for the Maple Grove Lions, as it allows her to give back to the community and make a positive impact on the lives of others. Her overall goal is to find balance and fulfillment every day, and to create a well-rounded and meaningful life.