Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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Kyle comes to our practice with two years’ experience working in Ameriprise’s corporate office where he specialized in client information & support. He leads the client experience at Jensen & Associates, focused on communication, training, & service coordination to help ensure timely & accurate response to our clients’ growing needs. He is newer to Chicago & passionate about music & fitness.
Craig has been with Jensen & Associates since we opened our practice in 2007. He has held many roles during that tenure including greeting clients at the front desk when arriving for their appointments, onboarding our new staff over the years, preparing CJ for his client meetings, as well as organizing our marketing events. Currently, he makes sure our calendars are full and is your point of contact for scheduling.
Lisa is our first point of contact and has been greeting clients since 2015. Lisa, also manages client correspondence, makes sure that CJ and Tim are organized for their day, and onboards new clients into our practice. She is the voice and smile of our team while assisting with day-to-day activities. She enjoys reading and spending time with her husband, family and friends.
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