Jenny Chappell CFP, CEPA

07/07/2026

I'd love for you to follow my business page for more frequent updates and to follow along Crest View Wealth Group's journey!

06/23/2026

For business owners, stepping away from your business and entering retirement can be a significant shift.

After years of building, leading, and creating value, stepping away can leave a gap in both structure and purpose. This shift in identity makes it even more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's starting an encore venture, mentoring others, giving back, or focusing on relationships, there are many ways to create fulfillment in this next phase.

I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.

raymondjames.com

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

05/20/2026

Record profitability, strong earnings and steady economic activity are supporting equity market momentum. Raymond James Chief Investment Officer Larry Adam shares why these factors are driving an updated S&P 500 year-end target.

raymondjames.com

05/09/2026

Business owners spend years building something meaningful—often their largest and most valuable asset.

But one question is often overlooked:
What happens to the business when you're no longer at the center of it?

A recent Raymond James article highlights an important truth: your business deserves an "estate plan" too. A thoughtful succession plan doesn't just prepare for retirement—it protects your legacy, your team, and the value you've worked so hard to create.

Planning ahead helps answer critical questions:
• How do you exit on your own terms?
• How do you maximize the value of your business?
• How is your business protected in the event of the unexpected?

Whether it's transitioning to family, selling outright, or structuring a buy-sell agreement, the right strategy can create clarity and confidence for everyone involved.

The reality is—succession planning isn't just about the future.
It's about protecting everything you've built today.

If you own a business, it's never too early to start the conversation. https://www.raymondjamesconnect.com/aliKkv

05/08/2026

Most people think of a financial advisor as someone you call when it's time to talk about money.
But the truth is—our most important moments with clients rarely start with numbers.

They start with life.

When someone loses a loved one, everything can feel overwhelming. Decisions pile up. Paperwork sits untouched. Even simple daily tasks can feel heavy.
That's when we step in—not just as advisors, but as people who genuinely care.

We'll sit with you at the kitchen table and help sort through what needs to be done. We'll handle the paperwork, organize the details, and guide you through each decision at your pace. If you need a meal, help around the house, or someone to run errands—we're there for that too.

Because this work has never just been about finances for us. It's about taking care of the people who trust us, especially when they need it most.

If you're looking for a team who shows up—for all of it—we'd be honored to be part of your life.

03/20/2026

We believe in building smart plans for the future—and slowing down enough to enjoy mornings like this along the way. ☕️🚶‍♀️

On Fridays, we take time out of our busy morning to walk to coffee and enjoy time away from our desks. What does balance look like to you during the week?

03/13/2026

We've been receiving a lot of questions about Roth conversions lately, especially with recent tax law changes prompting many to revisit their long‑term strategy. Our latest article covers:

We've been receiving a lot of questions about Roth conversions lately, especially with recent tax law changes prompting many to revisit their long‑term strategy. Our latest article covers:

- Why Roth conversions may still be beneficial
- How today's tax landscape could affect your decision
- Key factors to consider before converting

If you'd like help walking through personalized scenarios to see what a conversion could look like for you, we're here to guide you.

crestviewwealthgroup.com

02/20/2026

Teaching Money Skills at Any Age

A few points that really resonated with us:
✔️ Kids learn fastest through real-life examples and small responsibilities.
✔️ Teens benefit from hands-on budgeting and transparent money conversations.
✔️ Young adults need guidance with credit, savings habits, and long-term planning.
✔️ It's never "too early" or "too late" to build healthy money habits.

As leaders, parents, mentors, and community members, we have the opportunity to create a ripple effect—one financially confident person at a time.

💬 We'd love to hear: How did you learn about money growing up? And what do you wish someone had taught you sooner?

crestviewwealthgroup.com

02/16/2026

We're Hiring: Client Service Associate at Crest View Wealth Group!

Crest View Wealth Group is growing, and we're looking for a proactive, detail oriented Client Service Associate to join our team here in Reno.
This role is perfect for someone who loves helping people, communicates clearly, and thrives in a collaborative, client first environment. You'll support our advisors, help create exceptional client experiences, and keep our operations running smoothly.

If you or someone you know might be a great fit, we'd love to connect!
Send us a message or reach out directly for more details.

Bachelor's degree preferred
1–3 years of experience
Warm, professional, and organized
Enjoys working with clients and supporting a team

Join a firm built on integrity, reliability, and genuine care for the people we serve.