Specialties
About Me
I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire.
As a financial advisor, I am dedicated to learning about your personal goals and using them to build a financial plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. My accounting firm, NexJenn CPA, specializes in individual and trust taxation with an emphasis on Real Estate taxation. As a partner in NexJenn Real Estate, a property management firm, I have a special affinity to landlords and real estate investors. . I am a CPA/PFS and CERTIFIED FINANCIAL PLANNER Professional®, and a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 29 years and together with my awesome husband, we’ve raised three awesome kids.
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Interests & Hobbies
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Credentials
CPA, CFP, RICP
Chartered Designations
What do these credentials mean?
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Disclosures
NexJenn Financial Services is an Investment Advisor registered with the State(s) of Illinois. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 630-300-5146 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from NexJenn Financial Services with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.nexjenncpa.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis