Designations and Licenses

Jenika is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst. 

Experience and Education

Jenika provides total wealth management services to high-net-worth families in the Midwest. She advises entrepreneurs, business owners and families on financial issues including estate planning, business succession planning, private equity investment, tax consulting and wealth transfer. She also provides planning assistance for individual retirement planning, recordkeeping for individuals and closely held businesses and she educates and mentors successor family business owners. Prior to joining the firm, she spent three years in public accounting at Deloitte. 

Jenika holds a bachelor’s degree and a master’s degree in accounting, both from Kansas State University.  

Personal Interests

Jenika is a Founder’s Circle Member of Global Orphan Project and has been on several mission trips to Haiti. She is the former president of American Society of Women Accountants, former board member and current player of Heart of America Volleyball. She is an avid pickleball player.