Meet Your Team at Journey Financial Services
At Journey Financial Services, we believe that your goals—not our titles—should lead the way. Whether you're approaching retirement, building wealth, or navigating a major life transition, our team is here to offer expert guidance, grounded advice, and unwavering support.
From day one, our firm was founded with one goal in mind: doing what’s right for our clients. We chose the independent path so we could provide truly client-centric planning—free from outside pressures or proprietary products.. That independence allows us to focus solely on what serves you best.
With 24 years of industry experience and a Bachelor’s in Finance from Idaho State University, Jennifer brings deep expertise in financial strategies and a passion for helping individuals and businesses reach their goals. Her career has been driven by a commitment to excellence and personalized service. In 2007, she founded Journey Financial Services, INC with the vision of creating a client-centered experience where people feel at home and valued like family.
Jennifer’s greatest pride is raising her two children, Austyn and Kolby, into the exceptional adults they are today. Family remains the heart of everything she does, both personally and professionally.
Looking ahead, Jennifer is an avid outdoors enthusiast with a goal of visiting every U.S. national park. She also plans to write a book to share her experiences and insights—and fully intends to live to 115, continuing to make the journey as fulfilling and impactful as possible.
Jordan is driven by helping his clients create successful financial plans for their future. As an advisor, Jordan enjoys discussing investment strategies, social security claiming and estate planning with clients and the general public. He has a degree in business finance and marketing from BYU-I and enjoys spending time with his four children and wife, Whitney.
As New Accounts Manager at Journey Financial Services, Lucy specializes in new accounts, rollovers, maintenance, and distributions—ensuring a smooth, efficient client experience. With degrees in management, marketing, and the arts, she blends operational expertise with a passion for service. Outside of work, Lucy enjoys traveling, baking new recipes, and spending time with her husband, Joe, and their dog, Sophie—all while bringing the same care and attention to every area of her life.
Paul leads our investment research initiatives. He brings extensive experience in business development, and loves to research, analyze and construct portfolios for optimization. A native and lifelong resident of Idaho Falls, Paul is integral to the Journey team. Outside of work, he enjoys life with his son, Kanyon, coaches flag football, and is dedicated to both professional growth and building a strong foundation for his family and yours.
Rachel is Journey’s Office Manager, overseeing HR, finance, and daily operations with a focus on efficiency and support. With a background in medical office management, she brings strong organizational and business skills to the team. She holds a degree in Geography with a Business Minor from BYU and is licensed in Life and Health Insurance. Outside of work, Rachel enjoys water skiing, reading, ice skating, and crafting—balancing structure with creativity and adventure.
As Journey’s Marketing and Events Coordinator, Olivia blends a sharp marketing sense with a passion for crafting memorable experiences. A University of Utah Communications alumna, she brings a background in small business, attention to detail, and a deep commitment to impactful campaigns. Olivia enjoys time with her family, giving back to the community, and lifelong learning—always focused on building meaningful connections and creating lasting impact in all she does.
Makenna is a Series 65-licensed fiduciary with a bachelor’s degree in Personal Financial Planning and an associate’s degree in Business Management from Utah Valley University. With over three years of experience in the financial industry, she is passionate about helping clients achieve their goals. In her role, Makenna manages the front desk, assists advisors with client requests, and supports operational projects. Originally from South Jordan, Utah, she now lives in Idaho with her husband and enjoys outdoor activities, sports, and time with family.
Big life decisions bring financial complexity. Whether you’re retiring, selling a business, or facing change, we help you move forward—with clarity, practical advice, and a plan built around what matters most.
Planning isn’t one-and-done—it evolves with you. We design flexible strategies, meet regularly, and adjust as life changes, helping you stay focused, confident, and moving toward your goals.
We take a fresh approach to wealth and retirement planning—especially for business owners with multiple income streams. By balancing savings and income, we help couples and families build long-term security with greater clarity.
