Jaeden is a valued staff member and serves as our Manager of Estate & Retirement Planning. She helps our clients build detailed, goal-based plans and has more than six years of related experience. She brings advanced expertise in tax strategy, estate planning and Social Security, creating strategies that connect every part of a client’s financial life. Known for her genuine care and ability to turn complex ideas into clear, practical steps, Jaeden helps clients make confident decisions with clarity and peace of mind.
