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Jennifer Wolfe

Jennifer Wolfe

Senior Client Services Coordinator, Associate Advisor

Jennifer has more than 25 years of experience in the financial service industry assisting people map out and work toward their investment goals. Prior to joining our financial advisory team in 2018, she successfully held a variety of roles with several investment firms, including time spent as an operations manager and client service specialist.


Jennifer graduated from the University of Michigan and holds her series 7, and series 66 licenses through LPL Financial. Currently, she serves as our Senior Client Services Coordinator and Associate Advisor with Bill Czaplewski at our Monona office.


She resides with her family in Stoughton, Wisconsin. When not assisting clients, Jennifer enjoys exercising her creativity, volunteering for local organizations, and exploring as many National Parks as possible.