“It’s really all about the relationship with our clients and helping them pursue their financial goals,” says Jennifer Daknis, managing partner and LPL financial advisor for Point Comfort Wealth Management.
Daknis has worked with LPL as a financial advisor since 2009, alongside her business partner Stephen Sigmon. She attended Christopher Newport College, now Christopher Newport University, planning to major in accounting. After some intriguing classes, she changed her major to marketing.
Post college, the York County native moved to San Diego, still unsure of a career choice. Daknis returned home to York County in 1998 and became involved in the world of finance, acquiring the series 6,7,24,31,63 and 65 licenses (currently held with LPL Financial) the Professional Plan Consultant (PPC) and Accredited Investment Fiduciary (AIF) designations along the way. “I didn’t have a comprehensive understanding of the stock market, so I personally wanted to learn for my own benefit. I quickly realized that this could be a career where I could genuinely make a difference and positively impact others,” says Daknis.
Point Comfort Wealth Management offers financial planning, estate planning, tax planning, portfolio management and insurance analysis. Through the company’s Advice for Life program, Daknis helps clients pursue financial success by planning, implementing and monitoring their goals. Daknis says, “Whether it’s saving for a dream home, getting ready for retirement, or paying for your child’s college, we help to develop a plan.”
Daknis also highlights how nurturing strong client relationships is a foundation of the company’s values. “Our commitment to our clients not only allows us to earn their appreciation and trust but also helps us grow our business as it leads them to refer us to their closest friends and family.” In fact, most of its clientele is referral-based.
Point Comfort has established offices in both Newport News and Williamsburg. Regardless of where its valued clients choose to reside within the United States, Point Comfort remains dedicated to assisting them. In addition, its clients can always be assured of speaking with one of its knowledgeable associates rather than an impersonal automated message. “In a world where everything goes to voicemail, it’s crucial for our clients to know that we are here for them when they call us. Our utmost priority is taking care of our clients,” adds Daknis.
In her free time, Daknis loves to spend time with her husband of 26 years and their two children, playing card games, traveling, volunteering and checking items off her personal bucket list. She is elated that Chase, her son, has decided to follow in her footsteps and is now working with her.
“My favorite part about this business is the meaningful relationships I have with my clients,” Daknis says. “I believe it’s what makes us stand out from other companies.”