Jen began her career in the financial services industry in 2002, after graduating from the University of Minnesota with a bachelor’s degree in Human Resource Development. Over the years, she has held various roles including providing support to clients and advisors, preparing investment recommendations and financial plans, and implementing compliance policies. Jen earned the Financial Paraplanner Qualified Professional (FPQP) designation from the College of Financial Planning, demonstrating her understanding of the financial planning process, estate planning, retirement planning and principles of investing. In her current role as Operations Manager, Jen oversees a range of duties including client service, marketing, and business administration. Her dedication and extensive experience make her a valued member of the team.
Jennifer Kevitt, FPQP
