Jenna-Wade’s roots run deep in Dallas; even her name is based on the character played most famously by Priscilla Presley on the iconic TV series Dallas.
“You know what’s funny?” she said. “I’ve never seen the show. But my parents loved it.”
It’s fitting, too, that her professional history reads like a Who’s Who of the local business community. She spent 18 years building a career as an executive assistant with such notable stops as the Dallas Cowboys, The Richards Group, Communities Foundation of Texas and Southwest Airlines before joining CD Wealth in March 2025.
“It’s been a joy to build my skillset and my different interests in this career,” she said. “I love working with clients and being that go-to, right-hand support system for executives to make their lives easier.”
In her role at CD Wealth, Jenna-Wade supports CEO Ilona Friedman and Chief Investment Officer Andy Dropkin most closely, but like all members of the team, she is dedicated to giving each individual client the best-in-class service for which the company is known.
“What’s unique here is that each person doesn’t have their own portfolio. Every client is everyone’s client.”
Away from work, Jenna-Wade enjoys traveling with her husband, Anthony. They also enjoy exploring new restaurants around town. (Ask her for a recommendation if you’re looking to expand your tastes!)