Jenna WahlDownload VCard
Jenna joined Breed & Associates in October of 2004. She is extremely organized and has a considerable attention to detail. Jenna manages client trust and estate accounts. This includes cash and investment tracking; coordinating income and principal distributions from the trust and the transfer of assets into the trust; investment analysis and trust accounting; preparing quarterly and yearly reports; transferring funds to pay clients’ bills and contact with the clients to assure that they are satisfied at all times.
Jenna is proficient in ancestry research. She locates heirs to guarantee all parties are accounted so the estate can be properly distributed. Jenna is highly skilled in forensic accounting as well as maintaining tax and accounting ledgers. She also works closely with Barnabas and Phyllis in preparation of trust and estate tax returns.
Jenna is a team player and always willing to lend a hand to the other team members to verify that all clients’ needs are met and all aspects of an account are complete.
Montgomery County Community College
Associate’s Degree Liberal Studies 1998