Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Jenna has been in financial services since 2012 and helped launch United Wealth Management in 2015. She now leads the admin team and oversees client account operations, while being known for her warm smile, attentive service to all clients.
Lily, a Baton Rouge native, graduated from Southeastern Louisiana University in 2026 with a B.S. in Accounting/Finance. She joined United Wealth Management as an intern in 2025 and now serves as a Client Service Coordinator, continuing to expand her knowledge while supporting team efficiency and exceptional client service.
Amy earned a degree in education with a minor in secretarial studies and brings over 10 years of experience in the financial services industry. She currently serves as a Client Service Specialist at United Wealth Management, where her strong technical skills and focus on team efficiency help enhance the overall client experience.
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