Jennifer Donais, MBA, CFP®

Jennifer has been in the financial services industry since 2011.  Since joining TruWealth Financial in 2015, her main priority has been comprehensive financial planning.  This approach entails wealth preservation, wealth enhancement, wealth transfer and charitable giving.  She assists clients in understanding their entire financial picture, identifying and organizing all moving parts, and then executing an action plan towards the realization of their goals and dreams.  

 As a small business owner herself and 20+ years helping other business owners succeed,  Jennifer also specializes in working with business owners on the areas of personal planning, strategic planning including maximizing business value, and exit planning.

Jennifer completed her master’s in business administration (MBA) from St. Thomas University in Minneapolis in 2001. She then went on to earn her CFP ® designation in 2014 and, as such, she has committed herself to furthering her industry knowledge and bettering herself for the benefit of clients.  In July of 2020, Jennifer took the Certified Exit Planning Advisor class and passed to now hold her CEPA designation as well.  She holds her Series 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) securities licenses.  Jennifer enjoys reading, experiencing the outdoors, and traveling with her husband Brad.