Jenna Smith
Hi 👋🏼 I’m Jenna. I work with individuals and families who want to be intentional with their money and make informed financial decisions.
My approach brings together financial planning and the behavioral side of money. I help clients understand how their habits, emotions, and experiences can influence financial decisions, then work with them to build a plan that fits their real lives. Whether we are discussing investments, retirement, taxes, insurance, estate planning, or cash flow, I want clients to understand their options and the reasoning behind each decision.
Orem, UT
“I want clients to understand the ‘why’ behind their financial plan, feel comfortable asking questions, and take an active role in making informed decisions about their money.”
Our Team
At Blue Barn Wealth®, we manage your financial complexity so that you can live a more simple, intentional and meaningful life. For over 30 years, our firm has helped clients align their actions with their core desires.
Wealth and assets have been safely stored in barns for thousands of years. For us, the barn is a symbol of lasting security that provides a refuge from the storm. It also reminds us of a time when life was simpler and intentionality was required.
Blue Barn Wealth is built on research-based solutions and the principle of putting our clients’ needs first. Come experience the difference.
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How can I help?
Financial Planning & Analysis
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Get to know Jenna
Jenna Smith is a financial advisor who is passionate about helping individuals and families better understand the decisions they make with their money.
As an Accredited Financial Counselor (AFC®), Jenna brings a behavioral perspective to financial planning. She recognizes that a financial plan needs to work in a client’s day-to-day life, not simply on paper. Her work brings together investments, retirement, tax planning, insurance, estate planning, and cash flow while helping clients understand how each part connects.
Jenna’s interest in financial planning is personal. Growing up around financial stress showed her how strongly money can affect relationships and family life. When she discovered a career that would allow her to help people better understand their finances and make informed decisions, she knew it was the direction she wanted to pursue.
She has received the Charles Schwab RIA Talent Advantage Scholarship and the Charles Schwab CFP® Certification Scholarship. Jenna is also active in the financial planning community and has spoken at industry events including Wealth Management EDGE and Bob Veres’ Insider’s Forum.
Outside of work, Jenna enjoys traveling, running, skiing, attending industry conferences, and finding an excuse to spend time outdoors.
I grew up surrounded by financial stress and saw firsthand how much it could affect relationships and family life. When I learned there was a career where I could help people better understand their finances, reduce some of that uncertainty, and make thoughtful decisions about their money, I knew it was the path I wanted to pursue.
My work spans comprehensive financial planning, including retirement, investments, tax planning, insurance, estate planning, and cash flow.
As an Accredited Financial Counselor (AFC®), I also have a strong background in financial behavior. I’m especially interested in understanding how habits, emotions, and past experiences influence financial decisions and how those factors can be incorporated into a practical plan.
I work with individuals and families who want to be intentional with their money and take an active role in their financial decisions. I enjoy working with people who want to understand their options, get organized, and create a clear direction for what comes next.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients think through decisions that can have a significant impact on their financial lives, from saving and investing to retirement, taxes, insurance, and estate planning.
That might include deciding how much to save, evaluating different account types, developing a retirement income strategy, planning around a life transition, or simply getting organized and determining what to prioritize next.
My approach combines comprehensive financial planning with a strong focus on financial behavior and education. I want clients to understand the “why” behind their plan, feel comfortable asking questions, and participate actively in the decisions we make together.
My role is not simply to tell someone what to do with their money. It is to help them understand their options, consider the tradeoffs, make informed decisions, and build a plan that works in their everyday lives.
My favorite part is watching things start to click.
Money can feel overwhelming when there are many decisions competing for your attention. I enjoy helping clients take something that once felt complicated or stressful and turn it into a plan they can understand, follow, and revisit as their lives change.
I’m excited to begin my journey with Savvy and explore the resources, technology, and collaborative environment available to support my work with clients. I’m looking forward to building relationships with the team and continuing to grow as an advisor while staying focused on helping clients better understand their financial lives and make informed decisions.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Blue Barn Wealth is a financial services group offering investment advisory services through Savvy Advisors, Inc. (“Savvy”). Savvy is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Blue Barn Wealth is not a separately registered investment advisor.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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