As an independent investment advisor representative (IAR), she provides her clients with a fiduciary level of service. This means she is legally bound to always do the right thing for her clients and their families by only offering solutions that service their best interest. She is also a licensed independent insurance agent and has expertise in insurance products. Jenna is an independent investment advisor representative offering full service financial planning including investments and insurance.
She attended Augsburg College, a private Christian College in Minnesota and attends multiple financial training sessions every year to ensure she remains on the forefront of retirement and estate planning issues.
Jenna Cairns stays current on information to ensure her clients stay up to speed on the latest breakthroughs in retirement planning.
As an Independent Insurance agent, she can offer an unbiased opinion on your retirement income plan and get top rates for insurance.
Jenna finds value in meeting with clients each year to offer an annual review to ensure we develop long term relationships with our clients.
For the past decade, Jenna has worked in many realms within the insurance industry, including the position of Vice President for the second largest financial services company in the world. After learning the industry fundamentals, she decided to take this knowledge and start her own independent firm. With seven years of owning her own insurance practice under her belt, this challenge allows her the opportunity to use her strengths to create a greater impact in her clients’ lives. Jenna is very passionate about helping others understand their personal finances and she believes in developing long-term relationships with clients and their families.
Jenna has gone through a personal, as well as business background check to give her clients the peace of mind knowing that we are promoting trust and strong business ethics everyday here at Beacon Wealth Advisory LLC and Beacon Wealth Services.
She and her husband, Cory, have a strong belief that faith and family come first and they like to volunteer in multiple ministry groups at Grace Church and the surrounding local community. Married in June, 2016, they are avid Royals fans and also love their two cats and two chocolate labs.