Broker Check

First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 

Jenevieve Lenz, MBA 

Wealth Management Advisor
12110 Sunset Hills Road Suite 340
Reston, VA 20190 
Office: (703) 476-5700
Direct: (571) 375-8040
[email protected]
Contact Jenevieve





Jenevieve approaches her work with passion and a desire to educate and help her clients develop a customized financial plan that works today, as well as in the future.

She helps her clients create a clear results-oriented plan for the future based on each client’s unique goals and set of resources. This takes an understanding that the best financial plan is a process built on strategies, not a collection of products. Working with Jenevieve and her team, you will appreciate the thorough and personal care you experience, and the time taken to understand and support you and your family.

She understands that valuable client relationships are built on trust and time, and that each client’s plan should support family values, as well as their lifestyle and retirement goals.

In addition to her work as an advisor, Jenevieve is dedicated to giving back to the community and education of women and the next generation. She has given financial education lectures at local organizations, including Girl Scouts of America and George Mason University.

She lives with her husband, two daughters and their rescue dog in Herndon,VA.

Areas of Focus:

  • The Living Balance Sheet® Utilization for Improved Lifestyle
  • Wealth Management
  • Financial Wellness in the Workplace
  • More Effective Savings and Cash Flow Concerns
  • Retirement Planning
  • Disability Income Insurance
  • Business Planning
  • Personal Financial Planning
  • Risk Management
  • Key Person Planning
  • Wealth Protection & Wealth Distribution
  • Investments
  • College Funding & Planning
  • Tax Mitigation Strategies
  • Portfolio Management
  • Cash Flow Planning
  • Employee Seminars

Business Strategies

Connecting the dots to protect and grow both your business and personal balance sheets.

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Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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What LBS Clients Say - Overview

Innovative thinking & advanced web technology to help you achieve financial balance.


Contact Jenevieve

 
Jenevieve Lenz is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). OSJ: 7101 Wisconsin Ave., Suite 1200, Bethesda, MD 20814,301-907-9030. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.