Jen O'Neill CFP
Jen, a CERTIFIED FINANCIAL PLANNER professional, has more than 20 years of experience in the financial services industry. She assists the team by doing in-depth research on financial planning topics, preparing financial plans, and assisting with the behind the scenes analytics, in regards to the construction of our clients living plans and risk management illustrations. She believes that every strategy should be personal while addressing risk, goals and investment expectations. She starts by helping clients articulate their goals and once she feels like she truly understands them, she helps them implement a plan that connects their life with their finances.
Prior to Jen joining the financial services industry, she was a professional trick rider and stunt women, performing all across North America and Japan. Her resilient rural root are what shapes her ethical, honest and direct approach to financial planning.
Jen enjoys spending time with her family and working on their family ranch.