Partners in your Financial Future.
Women who lead with financial expertise, helping you manage wealth and live with confidence.
Empowering You to Lead Boldly, Plan Confidently
At the heart of this woman-led wealth management firm is a team that blends expertise, smart strategies, and a shared passion for empowering clients to take charge of their financial futures. With decades of experience in financial planning, investment strategies, and legacy building, we take a bold and forward-thinking approach to meet each client’s goals. We offer a space where clients feel heard, understood, and supported at every stage of their journey.
Working with the Chloey team is a partnership, one rooted in authenticity, shared purpose, and integrity. We create strategies as dynamic as the clients we serve—whether it’s planning for retirement, funding education, managing investments, or crafting a meaningful legacy. Our team believes in the power of education and transparency, ensuring clients feel confident and equipped to make decisions that align with their values and goals.
We strive to foster a community where financial success is redefined—not as a destination, but as a journey of growth, stewardship, and lasting impact.
Jenna Vitosh, CEO, Founder, Wealth Advisor
Jenna Vitosh, CFP®, AAMS® is a second-generation financial advisor from Lincoln, Nebraska. With nearly two decades of experience in the industry, she brings clarity, confidence, and compassion to wealth management. She specializes in building lasting relationships, creating personalized strategies, and helping clients approach each financial milestone with confidence. Jenna is especially passionate about empowering women and families to make informed, value-driven financial decisions.
Outside of her work, Jenna is involved with Lincoln’s nonprofit community. She has served on multiple boards and founded a nonprofit supporting women entrepreneurs. She lives in Lincoln with her husband, Jared, their two sons, Andrew and Henry, and their dog, Chance. In her free time, she enjoys golfing, dancing, and attending live theater and concerts. Jenna holds a Master of Architecture from the University of Nebraska-Lincoln, along with Bachelor of Science degrees in both Design and Civil Engineering.
Marshall Chasek, Wealth Advisor
Marshall Chasek believes that the most effective financial plans stem from genuine relationships and honest conversations. As a wealth advisor with experience in both banking and financial investments, Marshall is passionate about building trust and offering a steady, reliable presence as clients navigate their financial future. He encourages clients to ask questions and stay involved, because he knows it’s essential they feel confident and informed every step of the way.
A native of Hildreth, Nebraska, Marshall now lives in Lincoln with his wife, Karlie, and their adopted Pitbull, Karmen. He enjoys golfing, cooking, tackling DIY projects, and traveling. Marshall and Karlie cherish time spent with their families, especially their three nieces and three nephews who live nearby. Marshall holds a Bachelor of Arts in Business Administration with minors in Finance and Data Analytics from Nebraska Wesleyan University.
Sierra Stinson, Client Services Associate
Sierra Stinson, Client Services Associate, brings thoughtful organization and attention to detail to every part of our client experience. From coordinating meetings to supporting advisors and following up on client requests, she helps ensure that each interaction feels both personal and efficient. She appreciates being part of a team that’s genuinely caring and committed to doing what’s best for every client.
Originally from Santa Rosa, New Mexico, Sierra moved to Nebraska in 2022 with her husband and their two dogs, Ohana and Stitch. She loves ending her day with a cozy evening at home.