Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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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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