Wrenne Financial Planning LLC

Hugh Baker is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Wrenne Financial Planning LLC since 2021 and previously worked at Allegheny Financial Group from 2015 to 2021. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual and high-net-worth households as well as corporate and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, providing comprehensive financial planning and discretionary portfolio management along with separate student-loan planning services.

Heather Lovallo is a CFP® professional with six years of industry experience, currently serving at Wrenne Financial Planning LLC. She has worked at Wrenne Financial Planning since 2020, with prior experience at Katana Software, Inc. Outside of her advisory role, she serves on the finance committee of Cornerstone Baptist Church in Pace, FL, advising on the church budget and approving spending requests. Wrenne Financial Planning LLC is an SEC-registered firm with six advisors managing approximately $231 million for about 400 clients. The firm provides comprehensive financial planning and discretionary portfolio management, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs.

Jacqueline Griggs is a CFP® professional at Wrenne Financial Planning LLC with two years of industry experience. She previously worked at Physician Wealth Services and the Association of Equipment Manufacturers. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual, high-net-worth, corporate, and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, combined with comprehensive financial planning and discretionary portfolio management.

Jennifer Quire is a Certified Financial Planner® with 11 years of industry experience. She has been with Wrenne Financial Planning LLC since 2014, working as part of a six-advisor team in Boulder, CO. Wrenne Financial Planning LLC is an SEC-registered advisory firm serving individual and high-net-worth households as well as corporate clients. The firm follows a passive investment approach, utilizing diversified portfolios of index mutual funds and ETFs combined with comprehensive financial planning and discretionary portfolio management.

Daniel Wrenne is a CFP® with 19 years of industry experience and has been with Wrenne Financial Planning LLC since 2014. He holds the Series 66 designation and is the owner of Finance for Physicians, LLC, a podcast focused on financial planning. Additionally, he serves as Board Treasurer for the Commonwealth Center for Fathers & Families, a nonprofit organization in Lexington, KY. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for around 400 clients, including individual, high-net-worth, corporate, and business clients. The firm follows a primarily passive investment approach with diversified portfolios of index mutual funds and ETFs, offering comprehensive financial planning and discretionary portfolio management.

Jeffrey Wenger is a CFP® professional with four years of industry experience, currently serving as an advisor at Wrenne Financial Planning LLC. His prior roles include work at Abound Paraplanning Service and Final Expense Brokerage, as well as a nine-year tenure at Lake High School. Outside of his advisory work, he is a self-employed swimming and diving official in Canton, Ohio. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients. The firm serves individual and high-net-worth households as well as corporate clients, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs, alongside comprehensive financial planning and student-loan planning services.