More Than Numbers

Money impacts nearly every important decision we make, which is why I believe financial planning is about more than investments, accounts, and numbers. It's about helping people make confident decisions creating a life that aligns with their values and goals. My passion is helping individuals, families, professionals, and business owners navigate meaningful life transitions. Whether you're preparing for retirement, rebuilding after divorce, adjusting to the loss of a spouse, changing careers, growing a business, or planning for a future business exit, I strive to provide clarity, guidance, and a thoughtful plan for what comes next.

A Planning-First Approach

I take a planning-first approach to financial advice. Rather than starting with products or investments, I begin by gaining a deep understanding of your goals, values, concerns, and vision for the future. Together, we'll create strategies designed to help you move forward with confidence and purpose. My approach starts with understanding what matters most to you:

Your goals and priorities
Your values and vision for the future
Key financial planning considerations
Strategies aligned with your objectives
A personalized financial approach
Adjustments as life circumstances change
Ongoing guidance and education

Experience and Credentials

Before joining Thrivent, I spent more than a decade in sales and leadership roles, where I discovered a passion for helping people grow both personally and professionally. I earned a Bachelor of Science in Chemistry and Secondary Education from the University of Tennessee and was honored to be inducted into Phi Beta Kappa. I also hold the Certified Exit Planning Advisor (CEPA®) designation, which allows me to better serve business owners as they prepare for important transitions in their lives and businesses.

Life Outside the Office

Outside of work, I enjoy spending time with my family, serving in my church's children's ministry, hiking in the beautiful mountains of Western North Carolina, and reading. I also have a longstanding interest in the biochemistry of herbal medicines. I live in a historic home in West Asheville with my husband, Josh, our sons, Gunner and Griffin, and our dogs, Archer and Coco.

Let's Talk!

If you would like to discuss your financial goals or explore available planning options, I am here to help. Whether you are beginning to think about your long‑term objectives or revisiting an existing plan, we can start with a conversation about what matters most to you.

Contact Me

✉️ Email: jennie.wells@thrivent.com

📞 Call: (828) 365-8470

🗨️ Text: (828) 888-0895

🗓️ Book an Appointment

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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.