Jen joined our firm in 2021. She serves as a cornerstone of DeRose client services in her role as a Planner Assistant. Her work, largely focused on the technical execution of financial planning, involves the meticulous gathering and organization of client documents, ensuring they are both comprehensive and presentable.
A graduate of the University of Illinois Chicago with a degree in Communications, Jen brings a unique blend of clarity, efficiency, and organization to her role. She takes pride in seeing the culmination of the team's efforts in the final reports and drafts, which are essential in reviewing client financial scenarios annually and sometimes quarterly.
Outside of work, Jen is deeply involved in the lives of her children, actively participating in their sports and social activities. Her interests extend to reading, particularly fiction and suspense novels recommended by her book club. Additionally, Jen enjoys exploring her local area and taking family trips to places like New Buffalo, Michigan.
Jen's role at DeRose may predominantly be behind the scenes, but her contribution is vital to the meticulously crafted financial plans every DeRose client receives.