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Jenna is a Client Relationship Associate at SAX Wealth Advisors, where she supports both clients and advisors across a range of financial planning and investment advisory services. In her role, she works closely with the advisory team to help ensure a seamless client experience through thoughtful coordination, responsiveness, and attention to detail.

Her responsibilities include supporting day-to-day client needs, maintaining account records, preparing for client meetings, and assisting with financial plan updates. Jenna plays an integral role in helping deliver a high level of service and operational efficiency across the team.