Brenna Jensen-Baucum (CFP®)

Brenna Jensen-Baucum focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)

Additional Information

- We specialize in serving Oregon public employees and retirees. - We meet with clients in person or virtually. - We offer project-based financial planning (short-term, flat fee). - We offer ongoing wealth management (long-term, fee determined by %). - We lead with tax efficiency and emotional intelligence.

NAPFA Start Date

January 10, 2023


This Office

393 State St Suite 220 Salem, OR 97301 Phone: +1 (503) 476-1142