Equus Strategy LLC
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.
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Equus Strategy LLC
Equus Strategy is a full service consulting firm focused on business advisory, technology & innovation and project management. We bring focus, strength and speed to our clients with the tools and resources for process enhancement, integration, software selection, technology adoption, and business process re-engineering, so you can focus on what’s important for your business. We enable our clients to stay competitive in their fields, accelerate ahead of competitors, and maintain their standard of excellence. Equus Strategy has more than 35 years of combined experience with proven IT capability in the marketplace, serving the needs of the largest public and private companies with premium, customized solutions designed and delivered by highly skilled consultants or a contingent workforce that works directly with the client. By providing full lifecycle project delivery, consulting, system integration, and managed services, Equus Strategy offers a full spectrum of solutions across our entire services portfolio: ERP (Oracle, NetSuite) Business Intelligence and Analytics Enterprise Content Management Equus Strategy has built and maintains a long-standing relationship with specialized and highly skilled consultants in each of the technologies we represent. Headquartered in Cranbury, NJ. Equus Strategy helps clients combat the ever-increasing challenges businesses face today. By providing an end-to-end capability across the IT service lifecycle, we embody a commitment to delivering superior service with measurable results, enabling our clients’ success as well as our own.
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