Jenni Engstrom

Jenni Engstrom

FPQP®
Senior Client Service Associate
jengstrom@htsw.com
630-545-3680
Downers Grove
Let’s Connect

Education

Bachelor of Science from National Louis University

Certification(s) & Designation(s)

  • Financial Paraplanner Qualified Professional (FPQP®)

About Jenni

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 Bachelor of Science 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.”

Jenni’s Recommended Reads

  • 3 minutes

    Moe’s Market Memo – September 18, 2026

    Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Senior Investment Consultant Fed Hikes Rates The Federal Reserve approved a quarter-point interest rate increase on Wednesday, lifting its benchmark rate to 3.75%-4%. The move reflects ongoing concerns about elevated inflation, driven in part by higher energy prices and other economic pressures. Most Fed…

  • 5 minutes

    Weekly Wisdom: Fed Meeting Recap – Higher Rates, Stronger Growth

    The Fed Delivers a Rate Hike The Federal Reserve raised the federal funds target range by 25 basis points to 3.75%–4.00% at its September meeting, marking the first rate increase in more than three years.1 The decision was unanimous and largely anticipated by markets, but the more important message came from the Fed’s updated projections and…

  • 2 minutes

    The Most Powerful Financial Tool Women Have Isn’t Money. It’s Their Voice.

    Why Asking Questions May Be the Key to Financial Empowerment For years, conversations about women’s financial empowerment have centered on income, investing, and retirement planning. While those topics remain important, new research suggests the real catalyst for financial confidence may be something much simpler: asking questions. According to the Savvy Ladies 2026 Mid-Year National Women’s…