‍Say Hello To

Jenna Holzberger

Wealth Planning Associate

I joined ISTO Advisors in 2022. I earned my Bachelor of Science in Finance from the University of Alabama in 2020. Prior to joining the team, I worked in the life insurance division of a financial planning firm, where I was dedicated to serving the long-term goals of clients and their families. I also spent several years serving as a Young Life leader for middle and high school students, and I continue to support the organization’s ministry.

I live in Michigan with my husband, Joey, and our dog, Mabel. We enjoy traveling and spending time with our friends and family.

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Why I joined ISTO…

I joined ISTO to turn my passion for serving people and the community into a facet of my career. ISTO allows my work life and personal life to be one and the same.

How I am In Service To Others…

I am In Service To Others by taking things off the plates of the advisors and planners so their time can be better spent in more specialized areas.

The Core Value I resonate most with at ISTO is…

Simplifying lives. I enjoy working out details (and sometimes complications) with third-party vendors and coming to the team with a simple, clear description of what is needed for life insurance and annuity cases.