Jeni has been in the banking and financial industry since 2001. She began her career in retail banking before transitioning into trust and wealth management in 2007. She quickly developed a passion for the industry and her clients.
Jeni will be working with existing clients, as well as new clients to assist with their various trust and estate planning needs. She enjoys providing personal service and finding individualized solutions for our clients to meet their goals and specific needs.
Education & Certifications
- Accredited Wealth Management Advisor (AWMA®)
- Bachelor of Science in Finance, Missouri State University
Interests & Activities
Jeni is a member of the Financial Planning Association and although she has served many organizations in the past, she has most recently been living vicariously through her son, who is serving Children’s Miracle Network as a 2021/2022 Ambassador.
Outside of work, Jeni values time spent with her husband, Michael, and their three sons. Together, they enjoy spending time with family at their family farm where they swim, fish, and ride ATV’s.
