Jenni Engstrom

FPQP^®

Senior Client Service Associate

Jenni is a puzzle master and that’s why she loves her position as Senior Client Service Associate. “I love when a new challenge comes along,” she says. “Working through it to see all the pieces come together.”

Jenni has over 25 years of financial experience and is a Financial Paraplanner Qualified Professional™ (FPQP®) and holds a Series 65 Investment Advisor Representative license. She began her career at First Chicago/Bank One in the private banking and trust departments, moved to the brokerage side at Banc One Securities Corporation and later joined Plante Moran Financial Services.

Jenni takes a strong interest in local education. She earned her BS from National Louis University in Wheaton, Illinois, and is past president of the Benjamin School District 25 Foundation for Educational Excellence. Through fundraising efforts, the foundation provides financial support for the district’s teachers and students, providing educational enrichment items not normally included in standard school funding. Passionate about helping others, Jenni says, “I enjoy knowing that something I did might make someone else’s day a little brighter.”