Jensen & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Craig CJ Jensen, Private Wealth Advisor serving the Chicago, IL area - Ameriprise Advisors

Craig CJ Jensen

CFP®, CPA, APMA

Private Wealth Advisor

Managing Director of Jensen & Associates
Visit Craig CJ Jensen's website
Tim Silver, Financial Advisor serving the Chicago, IL area - Ameriprise Advisors

Tim Silver

Financial Advisor

Practice Manager
Visit Tim Silver's website
Susan McLain, Financial Advisor serving the Chicago, IL area - Ameriprise Advisors

Susan McLain

Financial Advisor

Visit Susan McLain's website
Thomas Gallo, Associate Financial Advisor serving the Chicago, IL area - Ameriprise Advisors

Thomas Gallo

Associate Financial Advisor

Visit Thomas Gallo's website
Cody Adams, Associate Financial Advisor serving the Chicago, IL area - Ameriprise Advisors

Cody Adams

CPA

Associate Financial Advisor

Visit Cody Adams's website

Team

Jennifer King

Jennifer King

Financial Planning Analyst

Personal Intro

Jennifer has been with Ameriprise since May 2017. She helps the management of meeting documentation and client follow up to completion. She lived in Florida for 15 years and is still getting acclimated to the seasons here in The Windy City! Jennifer when not working, enjoys a good workout and exercise routine; she also loves to travel, cook and dance.

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Adam Dooley

Adam Dooley

Financial Planning Assistant

Rachelle Moxey

Rachelle Moxey

Financial Planning Assistant

Christopher Spina

Christopher Spina

Financial Planning Assistant

Craig Dannenbrink

Craig Dannenbrink

Office Manager,

Client Relationship Manager

Personal Intro

Craig has been with Jensen & Associates since we opened our practice in 2007. He has held many roles during that tenure including greeting clients at the front desk when arriving for their appointments, onboarding our new staff over the years, preparing CJ for his client meetings, as well as organizing our marketing events. Currently, he makes sure our calendars are full and is your point of contact for scheduling.

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Kyle Benter

Kyle Benter

Client Service Manager

Personal Intro

Kyle comes to our practice with two years’ experience working in Ameriprise’s corporate office where he specialized in client information & support. He leads the client experience at Jensen & Associates, focused on communication, training, & service coordination to help ensure timely & accurate response to our clients’ growing needs. He is newer to Chicago & passionate about music & fitness.

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Lisa Brennan

Lisa Brennan

Executive Assistant,

Client Concierge

Personal Intro

Lisa is our first point of contact and has been greeting clients since 2015. Lisa, also manages client correspondence, makes sure that CJ and Tim are organized for their day, and onboards clients into our practice. She is the voice & smile of our team while helping day to day activities. In her free time, Lisa likes to read, & spend time with her family.

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