Jenna R. Thornton, CFP©, ChFC©, AAMS©, EA
Owner | Financial Advisor
Jenna has over 20 years of financial industry experience, with a targeted focus on tax, investment, and retirement planning. She has focused her niche on serving retirees and those planning for retirement, and is dedicated to helping her clients achieve their goals. Her greatest fulfillment comes from the relationships she builds with her clients and while working in partnership with them through all phases of their financial journey.
Jenna is the founder and owner of Enlightened Wealth Management, LLC (EWM). She is a fully licensed financial planner, registered representative, and investment advisor with United Planners Financial Services. Jenna currently maintains her Series 7, 63, 65 and 24 securities licenses. She also holds her Arizona state insurance license. She earned her Bachelor’s Degree in Finance and Economics from Grand Canyon University.
As a testament to her field of expertise, Jenna also maintains many professional designations including the elite designation of CFP®, CERTIFIED FINANCIAL PLANNER™, the advanced financial planning designation of ChFC®, Chartered Financial Consultant, and the AAMS®, Accredited Asset Management Specialist, designation. Jenna is also an Enrolled Agent, a credential awarded by the Internal Revenue Service that grants her the authority to represent taxpayers on their behalf. In addition to achieving these designations, Jenna adheres to rigorous continuing education and ethical guidelines and maintains each designation in good order.
Jenna shares her life with her husband, Justin, their three children, Kyla, Cole, and Kara, their three rescued dogs, Henry, Lexi, and Shilo and two horses, Maverick and Lane. Jenna is a passionate animal activist and devotes her free-time to the rescue and rehabilitation of animals. She also supports many non-profit organizations including the ASPCA and the Humane Society of America. In her spare time, Jenna enjoys spending time with her family especially while enjoying the outdoors at their cabin in Payson or on their farm in West Virginia.