Jen Pluta

For more than 20 years, I thrived in the jewelry industry as a sales manager, helping people celebrate life’s most meaningful moments. But when I became a widow, everything changed. Including the direction of my career and my purpose.
 
For over a decade, my husband and I entrusted our financial planning to Gina Wells, not only a trusted professional but also a true family friend. Gina guided us with wisdom and care, helping us put the right protections in place, including life insurance. I never imagined I would need to rely on it so soon, but when I did, it was life changing.  Because of Gina’s foresight, I was able to walk through the unimaginable with economic stability.
 
Now, I am following in her footsteps as a Financial Design Strategist. My mission is to help others design thoughtful, personalized financial strategies that protect what matters most and provide confidence for the future. I bring not only professional knowledge, but also the perspective of someone who has sat on the other side of the table. Someone who knows firsthand the difference a well-prepared financial plan can make.
 
Whether you are preparing for retirement, navigating a major life transition, or simply seeking clarity and direction, I am here to help you with compassion, integrity, and a commitment to walking along your side.