Meet Jenn Dunlap
My name is Jenn, and I’m the Client Services Manager here at The Capeloto & Hedrick Co. I’m passionate about helping clients feel confident, cared for, and supported as they navigate their financial journeys. My role is all about connection, building strong relationships, understanding each client’s unique story, and ensuring that every detail of their experience reflects our firm’s commitment to trust and excellence.
Before joining The Capeloto & Hedrick Co, I developed a career rooted in client service, operations, and relationship management. Over the years, I’ve learned that the most meaningful work happens when people feel heard and understood. That’s what I strive to bring to every interaction clear communication, empathy, and follow-through that clients can count on.
I take pride in being a bridge between our clients and our team, translating goals into action, coordinating complex projects, and helping ensure that our processes run smoothly behind the scenes. My approach is grounded in organization, collaboration, and care, because I believe financial planning isn’t just about numbers, it’s about people.