Jen Verscheure

Jen Slater, CFP®, CRPC®

Associate Wealth Advisor

Team member since 2018

In her role as an Associate Wealth Advisor, Jen plays a vital role as a bridge between clients and the Kaydan Wealth Management team. Working closely with Jim Kruzan, CFP®, CRPC®, she attends all client meetings, diligently taking comprehensive notes and expediting client requests. Jen maintains seamless communication with the entire Kaydan Wealth Management team to ensure well-prepared client meetings and efficient delegation of follow-up tasks.

Additionally, Jen provides invaluable support to clients by guiding them through necessary paperwork, offering meeting agendas, summaries, and other essential resources. She skillfully navigates clients through the Evolutionary Wealth Process and assists them in understanding their Personalized Road Map, ensuring a smooth and informed journey towards their financial goals.

“I strive to exceed our client’s expectations,” Jen says. “I want to make sure every client feels like a priority.”

KWM-Baby_JenVerscheure

What is your favorite quote?

Change your thoughts and you change your world.
– Norman Vincent Pearle

What is your favorite tradition?

When I was growing up, every Christmas Eve we would go to my grandparent’s house and celebrate with my aunts, uncles, and cousins.

What is your favorite TV show, and why?

Dateline. I love reading about or watching murder mysteries.

What are your fears/phobias?

I do not like heights – even the escalator at the mall makes my hands sweat!

What attracted you to Kaydan Wealth Management? 

I felt at home when I walked in. The Kaydan Wealth Management team was very welcoming.

What do you love most about your job?

I love the people I work with! I am very fortunate to work with a great group of people who are also very passionate about what they do.

 

 

Jen Verscheure Form ADV Part 2B

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