Jena Daake

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Jena Daake is a financial consultant based in St. Louis, Missouri, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Jena employs a thorough discovery process to understand each client's specific financial situation, time horizon, and risk tolerance. Her practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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