Jen Becker Financial Professional
- University of Wisconsin – River Falls,
- Bachelor of Science BS Psychology
- FINRA Series 66
- FINRA Series 7
- ChFC - Chartered Financial Consultant
- RICP – Retired Income Certified Professional
- CLTC – Certified Long Term Care
- FIC – Fraternal Insurance Counselor
Why did I become a financial advisor?
I was 6 months pregnant with my first child when I found out I would be on bed rest for the rest of my pregnancy. Here we were, first-time parents, which is already nerve-wracking enough, and I remember being terrified that I wasn’t going to get paid for the next 3 months and maybe beyond! I can remember being on the phone with my husband and sobbing, saying, “How are we going to pay our mortgage? We can’t live off just your salary!”
I didn’t know then but found out later that my employee benefits package had coverage for this. And that made me wonder, “What else does my package have that I don’t know about!?” And at that exact moment, I became obsessed with understanding every aspect of my financial life and figuring out how it all fits together.
Fast forward to today, my preoccupation with comprehensive planning has grown into a full-blown passion. Except now, my focus is on helping those preparing for retirement feel confident about not running out of money.
My team and I dig through all the details, pieces, and parts of your financial life and craft a customized plan using our comprehensive planning process.
We make sure everything fits together to also help mitigate unnecessary taxes. I want you to understand all of the moving parts and know exactly where your income is coming from.
I never want anyone to feel like I did… unsure of the strategy!
Meet My Team
Supporting Thrivent Members since September of 2022. My back ground is in business management and marketing. My role on Jen’s team is managing client investment transactions, client case analysis, along with marketing and event coordination.
I have a passion volunteering in the community and advocating for local business and youth education. I currently live in Owatonna with my young daughter Willow. We enjoy exploring the great outdoors.
- (507) 384-3186