As our Planner Assistant, Jen is responsible for all the preparation for meetings. A big part of what Jen does is compiling and adding documents/key client information/paperwork into our Team calendar for upcoming meetings. She also collaborates with the Team and helps prepare client Annual Reviews. In addition, Jen prepares the client Balance Sheet and Omnisource reports for meetings.
Jen attended the University of Illinois Chicago, where she completed her bachelor’s degree in Communications. Jen is an Illinois native, born and raised on the Northwest side of Chicago. Jen currently lives in Arlington Heights, Illinois with her husband and their two children. The kids certainly keep them busy with sports and various activities! When she's not working, Jen enjoys exercising, watching HGTV and perusing the aisles at Home Goods.