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 Rotary Club of Springfield Downtown and actively supports various organizations through volunteer efforts.
Outside of work, Jeni values time spent with her husband, Michael, and their three sons. Together, they enjoy all things sports and spending time with family at their multi-generation farm.