Team member since 2018
As Assistant Wealth Planner, Jen serves as an integral connection between clients and the Kaydan Wealth Management team. Jen accompanies Jim Kruzan to all client meetings to record detailed notes and help expedite client requests. Jen interfaces with the entire Kaydan Wealth Management team to help prepare for client meetings and delegate follow-up tasks. Jen also assists clients by walking them through paperwork, providing meeting summaries and other relevant resources, as well as guiding each client through the Evolutionary Wealth Process and their Personalized Road Map.
“I strive to exceed our client’s expectations,” Jen says. “I want to make sure every client feels like a priority.”
Get to know Jen
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.