In perfect congruence of words and actions, blue sky thinking and strategic concepts, and decision-making and delegation, Jennifer Yeaton is someone who identifies opportunities and leverages resources to help achieve success. With over a decade of financial service experience, Jennifer has developed keen insights into what it takes to exceed clients’ expectations.
Her passion for helping individuals and organizations identify goals and create sound financial strategies to meet those goals serves as a wellspring of inspiration throughout the firm. Jennifer received her Chartered Leadership Fellow designation from the American College.
She lives on the Northside of Chicago with her family that includes teenage children, Benjamin, and twins, Thomas and Madeline and two energetic dogs; Hercules and Lincoln. The family loves to travel, support sports teams, and giving back to their community.
Professional Organizations: Member of National Association of Insurance and Financial Advisors (NAIFA) Member of Women in Financial Services (WIFS) Member of the Texas Life Advisory Council
- Insurance Strategies
- Investment Strategies
- Business Owners
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheckSee Jennifer’s Licenses and Disclosures