The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Steven L Jenness

Steven L Jenness

Financial Advisor

More about me...

Designations

MBA, APMA®

Top Areas of Focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies

Education

Bachelor of Business Administration Degree from Lincoln College in 2012, Master of Business Administration from Benedictine University in 2014

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