Jenna Israni

Financial Planning and Estate Administrator

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Jenna Israni joined TFC Financial Management in 2020.  Jenna supports the financial advisors by assisting with the estate settlement process and administrative activities for financial planning.

Prior to joining TFC Financial Management, Jenna was a Trust Funding and Asset Alignment Coordinator at Morana Law Office, where she assisted the Estate Planning attorney on complex trust administration and probate cases, composed real estate deeds, and tracked asset alignment progress to ensure all effects were re-titled accordingly.

Jenna’s previous experience also includes a Trust Administrator role at TIAA Kaspick, and a Senior Trust Administrator role at Fiduciary Trust Company, where she facilitated the execution of the trust administration life cycle by maintaining relationships with several high net worth individuals and families . Prior to working at Fiduciary Trust Company, Jenna worked at KPMG as an Executive Assistant, as well as State Street Bank and Trust as a Portfolio Accounting Analyst.

Jenna received her Master of Business Administration (Finance) degree from Post University and her undergraduate degree from James Madison University, where she received a Bachelor of Science in Kinesiology. Jenna is a Notary Public and has completed the Cannon Trust School Certificate Program at Boston University.