Jennifer L. Kilby

Jennifer L. Kilby, CFP® is a seasoned financial professional with a wealth of experience in wealth management and business consulting. Currently serving as Vice President and Senior Wealth Consultant for Ultra High Net Worth clients at Charles Schwab, Jennifer excels in relationship building and financial planning for clients with over $10 million in assets. An active board member for Luxe Medical Spa, Jennifer oversees financial strategies and risk assessment, while also advising multiple organizations such as Comprehensive Recovery Solutions and Equus Strategy LLC on business strategy and marketing. Jennifer previously held the CEO position at Option to Change Shareholders, LLC, promoting financial literacy, and has also been instrumental in achieving significant growth in prior roles at Vanguard and Fisher Investments. Jennifer holds a Bachelor of Arts in Math and Economics from the University of Wisconsin-Madison and is a Certified Financial Planner from the College for Financial Planning.