Jennifer L. Kilby, CFP®
Jennifer’s passion to protect clients stems from her own life experience. When she was 13, her parents divorced and overnight her world changed. Money was scarce so her mother had trouble making ends meet and was eventually forced to sell their home. Justifiably, Jennifer’s personal mission became growing, managing, and protecting her finances and helping others to do the same. Jennifer turned her mission into action by working 3 jobs to pay for her degree in Math and Economics from the University of Wisconsin-Madison. To further add to her expertise, Jennifer has also attained the additional professional designation of Certified Financial Planner™ (CFP®), which sets her apart from many other financial professionals.
Jennifer Kilby has over 20 years of experience in the financial services industry. As an independent affiliate of the Liberty Group, she has no bias to offer one financial solution over another, but rather the strategy that best matches her clients’ needs. Using her extensive experience, Jennifer helps her clients reach their financial goals by integrating their tax liabilities, estate planning needs, investments, and Social Security benefits into a comprehensive plan. While some advisors are not well-versed in tax and estate planning, Jennifer brings the added value of coordinating these factors so her clients don’t end up paying more in taxes than they should. Over the course of her career, Jennifer has worked with both active and retired business owners and senior executives helping them achieve their financial objectives.