About Wrenne Financial Planning LLC
Wrenne Financial Planning LLC is a leading registered investment advisor specializing in comprehensive, flat-fee financial planning for physicians and their families. With over 10 years of experience, Wrenne Financial serves over 400 physician families across 43 states. The firm's expert team offers personalized financial plans to help doctors navigate the complexities of managing demanding careers and personal lives, addressing critical financial milestones such as homeownership, student loan management, college savings, and financial independence. Headquartered in Lexington, KY, Wrenne Financial is dedicated to empowering physicians to use money as a tool to live great lives, providing a team approach to financial security. Their services are designed to help clients prioritize personal and financial goals, overcome financial complexities, and achieve peace of mind.
Website: https://wrennefinancial.com/
Office Locations
- Lexington, KY (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $231.3M
Team Members
- Jeff Wenger, Financial Planner, CSLP®, CFP®
- Heather Lovallo, Financial Planner, CFP®
- Hugh Baker, Financial Planner, CFP®
- Jackie Griggs, Director of Investments, CFP®
- Jen Quire, Owner, Chief Financial Officer, CFP®
- Daniel Wrenne, Owner, Chief Executive Officer, CFP®
- Heather Reichert, Director of Operations
- Theresa Scheu, Chief Marketing Officer, CFP®
- Dylan Grubb, Planning Associate, CFP®