Jacalyn Barens advises and develops customized solutions for high-net-worth families, middle-market corporations, and individuals seeking to grow and protect assets across generations. Through wealth management strategies, insurance, and estate and succession planning she helps her clients realize their legacy.

Originally from Orange County, Jacalyn has a professional background in luxury hospitality. She served as Vice President of a vacation rental business in Kauai and worked at Montage Laguna Beach, where she led a reservations team and supported VIP clientele. She earned a Bachelor of Arts in Communications with a Minor in Business from Concordia University, Irvine, after beginning her education at Rhodes College on a scholarship.

Jacalyn holds a Life and Health Insurance License, a Series 7 license, and is currently working toward her Series 66. She is also active in the community through her board role with the National Charity League, Orange/Villa Park chapter.