Jennifer Koeller
Director of Operations
Department: Internal Operations
Jennifer joined the team in August 2026 when Sanchez Wealth Management Group became Modern Wealth Management. She oversees crucial aspects of the firm’s operations, including compliance duties, onboarding new clients, day-to-day operations, money movement and lead to Modern Wealth’s Jacksonville team.
Jennifer’s career in the financial and insurance industry has spanned more than 30 years. Prior to joining Sanchez Wealth Management Group; Jennifer successfully owned and operated her own businesses. Doing so helped her develop a skillset and deep understanding of running businesses to her current position. While Jennifer has been honored to receive numerous professional recognition and awards throughout her career; her true passion lies in building a strong, lasting relationship with clients based on trust and open communication.
Centered around her faith, Jennifer strives to bring a positive and compassionate approach to every interaction she has. You will always find her with a smile on her face and a genuine desire to help others. Whether it is assisting clients with their financial needs or supporting her colleagues, she is dedicated to fostering a supportive and uplifting environment.
In her spare time, she loves to travel the world with her family and friends exploring, hiking, and engaging in their customs. She enjoys plants, performing arts, sports, reading, movies, hot chocolate and volunteering. She is an avid Marine Life enthusiast.