Jenna has been with the firm since 2000. She is committed to AMG because she believes that individuals and businesses deserve to work with an unbiased team to guide their personal and business finances. Jenna is part of AMG’s Executive Team as she guides the work of a diverse team to design holistic plans to achieve goals that are specific to that business while optimizing cash flow, taxes, and the personal goals of the business owner. As an Investment Advisor Representative, she works with a team that prepares financial plans and designs portfolios for individuals, as well as income tax preparation. Jenna is also very involved in the training of new team members to AMG and in maintaining the integrity of the standard of care AMG believes individuals and business’ deserve. As Chief Compliance Officer, Jenna works to monitor the compliance requirements put in place to protect our clients and to ensure that clients comes first. In her free time, Jenna enjoys spending time with her husband and three children and is very involved with activities her children are passionate about.