Jenna Rouillard strives to be a trusted resource for Moneta clients, offering thoughtful guidance, education, and encouragement throughout every stage of their financial journey. As an Advisor on the Heffernan Team, Jenna values building meaningful relationships and finds fulfillment in helping clients navigate their financial paths with confidence and clarity. 

Jenna joined Moneta in 2025, inspired by the firm’s collaborative culture and its unwavering commitment to delivering client-centered, comprehensive financial advice. She brings over eight years of financial planning experience to her role, along with a strong foundation in personal finance and investment strategy. 

Jenna earned her Bachelor of Science in Personal Financial Planning from the University of Missouri. She holds both the Certified Financial Planner® (CFP®) designation and the Accredited Portfolio Management Advisor℠ (APMA®) certification, equipping her to support a wide range of client needs. 

Outside the office, Jenna enjoys spending quality time with her husband and their Labrador Retriever, Burki. She loves cooking, reading, and traveling with family and friends. 

• Certified Financial Planner®
• Accredited Portfolio Management Advisor℠