Jennette MacDonald

Jennette MacDonald

Operations and Analytics Specialist

Jennette enjoys skiing, yoga, beach days, traveling, and time with her family and friends.

Fun fact: Before college, she spent a gap year living in the Dolomites in northern Italy—a transformative experience that fueled her love of travel. 

Jennette started her career in mortgage lending before joining SullivanKreiss Financial as an Investment Operations Analyst. Today, she focuses on creating reporting systems and streamlining processes to support the firm’s growth following its merger into Altara Wealth. 

She holds the Securities Industry Essentials (SIE) license and graduated with a double major in Business and Economics and minors in Statistics and Education. 

Life is always in motion—your financial plan should move with you.

We’re here to help make sure it does.

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