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.”