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Jennifer Koeller

Jennifer Koeller

Director of Operations 

Jennifer is the Director of Operations at Sanchez Wealth. Her responsibilities including on-boarding new clients, assisting the CCO with the firm’s compliance duties, day-to-day operations of the firm, and team lead for all staff members. Jennifer has over 20 years’ experience in the financial and insurance industry. She has successfully owned and operated her own business and brings those skills and experiences to the office every day. 

Her professional awards are numerous; however her biggest gift is a listening ear and giving outstanding customer service. Jennifer's life is faith based. You will always find Jennifer with a smile on her face and a heart to help others. Jennifer is a marine enthusiast and enjoys spending time with her family in numerous marine activities; she also enjoys exploring, hiking, bowling, sports, movies and reading.