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Jennifer Prosise, MBA

CERTIFIED FINANCIAL PLANNER™  Professional 


FINANCIAL ADVISOR of Lincoln investment


Jennifer helps individuals and families achieve their financial goals.  She is very client-centered and takes her time to assess the current and future needs of her clients.  Jennifer believes that every person and family has unique needs and situations, so each financial plan needs to be customized to meet those needs.  Jennifer advises in many areas, including;

  • College Planning
  • Retirement Plans: 403(b), 457, IRA, Roth IRA, SIMPLE IRA
  • Life Insurance
  • 401(k) Rollovers
  • Asset Management


  • Bachelor's Degree in Business Administration with a minor in Economics from Dominican University

  • Master's Degree in Business Administration from Dominican University

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  • FINRA Series 7, 63 & 65 Securities Registrations


  • State of Illinois Life and Health Insurance License