Our Associates

Responsiblites Chief Investment Officer – Jena heads up our office's investment advisory committee. The committee meets regularly to discuss economic and market trends as well as identify investment opportunities for the...

Retired August 1, 2018

Responsibilities Group Plan Manager – Lenny works with our growing network of Business Clients to develop, administer and manage a wide range of group retirement plans including, 401(k) retirement plans, 403(b) retirement plans,...

Rebecca has fourteen years of industry experience, having worked twelve years as the Operations Manager for Bartnick Financial Group, Inc. Her duties include supporting Jena and ensuring all office operations run smoothly and...

After being a stay at home mom for twelve years, Kim joined the company as a part-time employee in March 2017. Her main responsibility is supporting Jena and Rebecca in the day to day operations. Kim has a B.A. in Mass Communications...