Skip to main content

Our Team

Landowner Exchange

Jennifer Donais, MBA, CFP®

Certified Financial Planner™ Professional

Phone: (760) 641-6034

Jennifer has been in the financial services industry since 2011.  Since joining TruWealth Financial in 2015, her main priority has been comprehensive financial planning.  This approach entails wealth preservation, wealth enhancement, wealth transfer and charitable giving.  She assists clients in understanding their entire financial picture, identifying and organizing all moving parts, and then executing an action plan toward the realization of their goals and dreams.

Jennifer earned her CFP® designation in 2014 and, as such, has committed herself to furthering her industry knowledge and bettering herself for the benefit of clients. She has a Master of Business Administration (MBA) degree and holds her Series 6 (Investment Company and Variable Contracts Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) securities registrations.  Jennifer enjoys running, reading, and traveling with her husband Brad.  She is also active in the Rotary Club of Williston.

Our Services

Born and raised to understand the needs of landowners, our founders have studied strategies to help you protect what you have and what you’re looking to grow. Our mission is to give America’s land and business owners the greatest chance to succeed, and we believe that our services do just that by optimizing the sale and trade of your most previous assets. Whether you’re looking to trim your tax bill, transition ownership of your property or share in the betterment of your community, Landowner Exchange is here to help.

1031 Exchanges
1033 Exchanges
Opportunity Zones
Replacement Properties

Planting the Seeds of Opportunity