Senior Financial Associate
Jan Kramer is a Senior Financial Associate with over 20 years of experience in the financial services industry. Jan is the point person for all service-related questions and requests. She is committed to delivering superior customer service by focusing on the unique needs of each client, which is essential when designing and implementing an effective and comprehensive investment plan.
Jan began her career in the Investment Department of Allstate Insurance where she was responsible for securities processing and regulatory reporting. She also worked as an advisor for Edward Jones and administrated financial plans for individuals and small businesses at a local financial planning firm.
Jan has a business degree from Roosevelt University and holds FINRA Series 7 and 63 Licenses. She also has an Illinois Insurance License and is a graduate of Canon Financial Institute.
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Call us at 847-427-7817 or: