About us - Wrenne Financial

From transitioning into practice to finding your work-life balance, we know the challenges faced by medical professionals

Training to go into the medical field is a huge undertaking — and as you transition into practice it may feel like there’s finally a light at the end of the tunnel. However, this welcome transition also brings a new workload and a massive influx of major life decisions which many new medical practitioners have very little experience making. You may realize how important financial planning is but feel unsure about where to start. That’s where we come in.

Hear About Our Client Experiences

Video: WFP About Us Testimonial Scrolls Owen

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The first thing my wife and I were impressed about when we decided to onboard was that they didn’t even talk about the specifics of mutual funds and accounts - they tried to get to the root of how we feel about money, our relationship with money, how we as a couple deal with it. I thought that was really informative. They don’t just care about trying to get a commission, they’re trying to figure us out as humans and how to improve our lives by making better decisions.

Video: WFP About Us Testimonial Scrolls Maxwell

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It is its own profession for a reason. The counterbalance for burnout is offloading tasks that don't bring you joy. You can make your life better by asking for a professional's help

Video: WFP About Us Testimonial Scrolls Huff

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"They review our taxes... Jen is like this tax whiz. Eight times out of ten, she finds where the CPA's made mistakes."

Meet Our Team

We always work collaboratively, and all have the same end goal:
To help our clients reach success

Our financial planners

Daniel Wrenne, CFP®

<img width="740" height="714" src="https://wrennefinancial.com/wp-content/uploads/2022/12/daniel-wrenne.jpg" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Daniel Wrenne, CFP®" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2022/12/daniel-wrenne.jpg 740w, https://wrennefinancial.com/wp-content/uploads/2022/12/daniel-wrenne-300x289.jpg 300w" sizes="(max-width: 740px) 100vw, 740px" />

Daniel Wrenne, CFP®

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Daniel Wrenne, CFP®

Owner, Financial Planner

Get to know Daniel

Jennifer DeLorbe Quire, CFP®

<img width="740" height="714" src="https://wrennefinancial.com/wp-content/uploads/2022/12/jennifer.jpg" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Jennifer DeLorbe Quire, CFP®" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2022/12/jennifer.jpg 740w, https://wrennefinancial.com/wp-content/uploads/2022/12/jennifer-300x289.jpg 300w" sizes="(max-width: 740px) 100vw, 740px" />

Jennifer DeLorbe Quire, CFP®

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Jennifer DeLorbe Quire, CFP®

Owner, Financial Planner

Get to know Jennifer

Jeffrey Wenger, MS, CFP®

<img width="740" height="714" src="https://wrennefinancial.com/wp-content/uploads/2022/12/jeffrey-wenger.jpg" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Jeffrey Wenger, MS, CFP®" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2022/12/jeffrey-wenger.jpg 740w, https://wrennefinancial.com/wp-content/uploads/2022/12/jeffrey-wenger-300x289.jpg 300w" sizes="(max-width: 740px) 100vw, 740px" />

Jeffrey Wenger, MS, CFP®

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Jeffrey Wenger, MS, CFP®

Financial Planner

Get to know Jeffrey

Heather Lovallo

<img width="740" height="714" src="https://wrennefinancial.com/wp-content/uploads/2022/12/heather-lovallo.jpg" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Heather Lovallo" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2022/12/heather-lovallo.jpg 740w, https://wrennefinancial.com/wp-content/uploads/2022/12/heather-lovallo-300x289.jpg 300w" sizes="(max-width: 740px) 100vw, 740px" />

Heather Lovallo

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Heather Lovallo

Associate Financial Planner

Get to know Heather

Hugh Baker, CFP®

<img width="740" height="714" src="https://wrennefinancial.com/wp-content/uploads/2022/12/hugh-baker.jpg" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Hugh Baker, CFP®" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2022/12/hugh-baker.jpg 740w, https://wrennefinancial.com/wp-content/uploads/2022/12/hugh-baker-300x289.jpg 300w" sizes="(max-width: 740px) 100vw, 740px" />

Hugh Baker, CFP®

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Hugh Baker, CFP®

Financial Planner

Get to know Hugh

Jackie Griggs, CFP®

<img width="740" height="714" src="https://wrennefinancial.com/wp-content/uploads/2022/12/jackie-griggs.jpg" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Jackie Griggs, CFP®" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2022/12/jackie-griggs.jpg 740w, https://wrennefinancial.com/wp-content/uploads/2022/12/jackie-griggs-300x289.jpg 300w" sizes="(max-width: 740px) 100vw, 740px" />

Jackie Griggs, CFP®

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Jackie Griggs, CFP®

Financial Planner

Get to know Jackie

Robin Ward

<img width="736" height="686" src="https://wrennefinancial.com/wp-content/uploads/2023/06/Robin-Ward-1.png" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Robin Ward" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2023/06/Robin-Ward-1.png 736w, https://wrennefinancial.com/wp-content/uploads/2023/06/Robin-Ward-1-300x280.png 300w" sizes="(max-width: 736px) 100vw, 736px" />

Robin Ward

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Robin Ward

Junior Associate Advisor

Get to know Robin

Theresa Scheu, MA

<img width="736" height="686" src="https://wrennefinancial.com/wp-content/uploads/2023/06/Theresa-.png" class="attachment-array(240,165) size-array(240,165) wp-post-image" alt="Theresa Scheu, MA" decoding="async" srcset="https://wrennefinancial.com/wp-content/uploads/2023/06/Theresa-.png 736w, https://wrennefinancial.com/wp-content/uploads/2023/06/Theresa--300x280.png 300w" sizes="(max-width: 736px) 100vw, 736px" />

Theresa Scheu, MA

<img width="370" height="357" decoding="async" src="https://wrennefinancial.com/wp-content/uploads/2023/06/Theresa.png" alt="Theresa Scheu, MA" />

Theresa Scheu, MA

Junior Associate Advisor

Get to know Theresa