As Marketing Assistant, Jenna assists Managing Directors with projects to enhance client education material and maximize company profits. Her past years working with Plan Sponsors and Participants have given her valuable insight to develop marketing strategies designed with the goal to increase participation, deferral rates and overall plan success.
Born in Canada, Jenna now lives in Raleigh, NC with her husband and four children. Three out of four seasons of the year, they can be found wakeboarding or surfing on Falls Lake.
North Carolina & Virginia Team3>

Bert Moody
Retirement Plan Consultant

Karen Hagerman
Relationship Manager, Operations

Rachel Bielefeld
Relationship Manager, Operations

Jenna Barcley
Marketing Assistant, Greensboro

Jonathon Schultheiss
Managing Director, Greensboro

Craig Dewey
Managing Director, Mid Atlantic