After graduating from Elon University with a degree in Finance, Jennee began her role as a financial advisor with Barnum Financial Group. In 2020, she joined the Barnum Financial Group SKG Team, a team consisting of eight advisors and fifteen support members. With a large support team, she guarantees an efficient, comprehensive client experience. Jennee works effortlessly to provide people with the knowledge and information they need to make informed financial decisions with confidence.
Jennee also serves as a Transition Solutions Specialist within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Jennee assists with important, time-sensitive decisions regarding their coverage options. In addition, she provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Jennee specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
Jennee is focused on working with her clients to build a relationship that provides them with confidence that they are connected and in control of their financial life with a clear roadmap for the future.