Jenna Meza

Family Wealth Advisor

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Jenna is a Family Wealth Advisor with a specialty in cash flow and financial planning, as well as liquidity and liability management. She also supports clients in the areas of tax, trust, estate and charitable planning. Prior to joining the firm in 2015, she was an Associate Financial Representative with Northwestern Mutual, where she held an active life, disability, long-term care, and health insurance and annuity license. Jenna earned her B.A. (Spanish and Economics) at the University of Virginia.

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