Jenny McAdams, in Geneva IL

Jenny McAdams

Wealth Advisor

CFP®, ChFC®, FIC

Part of the Sage Path Financial Consultants practice

1797 W State Street Suite A
Geneva, IL 60134

Charitable Giving /Philanthropy

Estate Planning

About Jenny McAdams

I am a financial professional that provides holistic solutions with expertise in investments, insurance, and retirement planning. I've been at Thrivent since 2012. Learning about the needs of the families and individual clients I help is one of my greatest joys. I know that my time with a client is far more impactful if I understand their individual goals, dreams and fears. I love that my dedicated planning practice is about more than just money. It’s about relationships with clients like you that I can cherish for years to come. Life is about the things that bring you joy and doing more with what you have. No matter what your financial goals are, I will build a comprehensive dedicated plan around the things that you care about. In my free time, I love spending time with my husband, Sean, and my three young children at church and school activities, running, reading and relaxing by the lake.

Investing in the Greater Fox Valley

Volunteer, Thrivent Action Teams
Former Board member, Vida y Fe, Elgin
Parent Volunteer, St. Mark's PreSchool, St Charles
Board member, Tri Cities CROP Hunger Walk, St Charles, Batavia, Geneva
Parent Volunteer, Corron Elementary School, South Elgin, IL
Generosity Team, St. Mark's Lutheran Church, St Charles, IL
Volunteer, DuPage Habitat for Humanity, Wheaton, West Chicago, Carol Stream, Hanover Park

Education & Accomplishments

FINRA Series 07 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Life & Health Insurance Licenses
Bachelor of Arts in Business and Communication from
Eureka College
Master of Arts in Christian Outreach from Concordia
University

My qualifications

CERTIFIED FINANCIAL PLANNER®
Chartered Financial Consultant®
Fraternal Insurance Counselor
Series 7 - General Securities Representative

My state licenses

Arizona
Colorado
Florida
Georgia
Illinois
Indiana
Kentucky
Minnesota
Missouri
South Carolina
Tennessee
Texas
Wisconsin

Insights

View all

📈 3 Habits That Can Support Financial Independence Financial independence doesn't usually happen overnight—it's often built one habit at a time. Which habit are you focusing on right now? Or is there another one that's helped you along the way? Share your thoughts below! #FinancialHabits #FinancialIndependence #MoneyGoals #SagePathFinancial See thrivent.com/social for disclosures.

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When your spouse dies, do you get their Social Security benefits?📖 Questions After Losing a Spouse When you lose someone close to you, so many questions can arise—especially around finances and benefits. One question many people ask is how Social Security benefits may be affected after the loss of a spouse. This article offers helpful guidance: https://www.thrivent.com/insights/social-security/when-your-spouse-dies-do-you-get-their-social-security-benefits Have you ever found an article or resource that helped you through a difficult season? Share it below. #SocialSecurity #WidowSupport #LifePlanning #FinancialEducation #SagePathFinancial See thrivent.com/social for disclosures.

Budgeting & financial tips for new college gradsGraduation season is full of excitement, new opportunities, and big life changes. Whether you're starting your first job, moving to a new city, or managing your own finances for the first time, building good money habits now can make a big difference later. This article shares practical budgeting and financial tips to help new college graduates start strong: https://www.thrivent.com/insights/budgeting-saving/budgeting-financial-tips-for-new-college-grads What's one piece of financial advice you would give your younger self after graduation? Share it in the comments and help the next generation get off to a great start! 🎉 #NewGraduate #FinancialLiteracy #MoneyTips #LifeAfterCollege #SagePathFinancial See thrivent.com/social for disclosures.

Office location

Geneva Location

1797 W State Street Suite A
Geneva, IL 60134

Phone630-387-9030Hours

Monday: 8AM – 4PM

Tuesday: 8AM – 5:30PM

Wednesday: 8AM – 4PM

Thursday: 8AM – 4PM

Friday:8AM – 12PM

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.