Jenna Schilling

“Life isn’t a matter of milestones, but moments.” – Rose Kennedy”

Jenna’s relationship with clients starts by helping them put a plan in place to begin simplifying their wealth. With attention to detail and commitment to process, Jenna assists clients in charting a path so that life’s moments lead to milestones. Since first joining our firm, Jenna has served our clients in many capacities as her role has expanded and continues to grow. Internally, Jenna serves as Operations Manager for our team and clients, leveraging her Client Service Associate experience as the point-of-contact for clients to improve internal processes as the firm’s operations. Utilizing technology and management theory, she implements a modern approach to the family office for clients to experience a thoughtful, seamless, efficient and sophisticated experience.

Jenna graduated from Rollins College where she learned to love the operations aspect of business management. Recently married, in her free time Jenna likes cooking, trying new cuisines and spending time with her husband and dog. Jenna also enjoys visiting her family in Clearwater, FL and spending time on the beach.

Education

• Rollins CollegeBachelor’s in Business Management and Economics