Jennifer Kohls

Jennifer Kohls

Portfolio Management Analyst


Jen started her career with over 7 years in finance; first banking, then investments. In search of a more flexible schedule to handle family commitments, Jen switched to contracted work closer to home. She spent numerous years working in the non-profit sector, yet the world of finance has beckoned her back. She previously obtained her Series 7 General Securities Representative license and Series 63 Uniform Securities Agent license, and she is looking forward to obtaining them again. Jen enjoys researching and analyzing investments in her current role. Jen graduated Magna Cum Laude with Business Honors from UW-Parkside, majoring in Business Management - Finance. She also earned a Six Sigma Green Belt Certification, which specializes in process improvement. In her spare time, Jen enjoys gardening, golfing, and supporting her sons in their activities. She has a long history of volunteering in her community and she's passionate about helping others.

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