Jenna-Rose joined Milestone Financial Planning, LLC in 2017. She comes to us from the retail sector where she had 10 years of experience providing excellent customer service at the management level. She is passionate about working with people and is the primary contact for clients of Milestone Financial Planning, LLC. Jenna-Rose is enrolled in a finance undergraduate program at the University of Southern New Hampshire.
Jenna-Rose grew up in Belmont, NH near Lake Winnisquam and she currently resides in Nashua. Outside of the office, Jenna-Rose is involved with fundraising activities for Liberty in North Korea, the American Diabetes Association and the Polaris Project. She enjoys the being outdoors and drawing wilderness illustrations.
We offer ongoing services to clients who are looking for an in-depth relationship with a financial advisor who will have an understanding of their unique circumstances and create a custom solution for their personal financial needs. This solution is not suitable for short term or hourly engagements that cannot take advantage of our style of client service. Our fees are based on assets under management and to be cost effective for both the client and us. We require a minimum level of $500,000 of investable assets.