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Our financial advice team


Jen Wilkerson, Financial Advisor serving the Jasper, IN area - Ameriprise Advisors

Jen Wilkerson

Financial Advisor

Southern Indiana Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 13 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Insurance
  • Christian Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Current community activities include coaching Spring T-ball for my daughters' league. I am also on the Dubois County Community Foundation's Finance Committee. There are always various roles to play at our church as well, including leading worship and teaching VBS.
In the past, I have served as President of the Mentors for Youth Board of Directors and still support them today. I was a mentor through their program and had a great experience. I have also served on the Dubois County Estate Planning Counsel board in various positions, and in the Psi Iota Xi sorority.

Interests

I love being a mother to my twin daughters and helping them to learn & grow. Our family recently started gathering "stamps" in our National Parks Passport books and look forward to adding more. You'll find me with my family most of the time, but I do love an occasional night out with my gal-pals. My husband and I lead worship together in our local church and we enjoy a variety of different music genres. Live music is always our favorite regardless of venue size. We have two grown children and a granddaughter who live away, so finding fun ways to gather us all is high on the priority list.