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.
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.
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.
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.
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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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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