The team at West Financial Advisors is happy to announce that Jeanna Nation has joined us as a Lead Advisor. Jeanna is a CERTIFIED FINANCIAL PLANNER™ who will create comprehensive financial plans for clients specializing in home purchases, college and retirement savings, and debt repayment. She will also lead the firm’s client communications, and marketing efforts.
Jeanna comes to us from Iowa State University where she held a faculty position teaching in the Financial Counseling and Planning program. Additionally, she was instrumental in growing, developing, and providing comprehensive financial planning services for the Financial Counseling Clinic at ISU. Jeanna has a passion for lifelong learning and uses education to empower others to achieve their diverse financial goals.
Jeanna graduated from Iowa State University in 2007 with a Bachelor of Science degree in Family Finance, Housing and Policy. She then continued at ISU to complete a Master of Family Consumer Sciences in 2009 with a specialty in Family Financial Planning.
For leisure, she enjoys time spent with family, knitting, and everything nature.
Email Jeanna today to schedule a meeting to learn more about West Financial Advisors and how she can help you achieve your goals!