Jennifer Klekotka Email & Phone Number

Highly organized professional with exceptional legal and financial office management skills. Jennifer is the Office Administrator at Fortune Financial Planning and performs the day-to-day operations of the practice. She works closely with the financial professionals and clients to embrace the Fortune Financial ideology of “Help people first, make money second.” She manages the new client onboarding, contract administration and compliance and optimizes the workflow within the team to ensure alignment with the company’s objectives, policies, and procedures.Prior to joining Fortune Financial Planning, Jennifer was a Regional Multi-State Office Manager for a civil defense litigation firm. She brings 32 years of experience across several departments including legal office management, human resource supervision, quality control, office expansion oversight and legal assistant expertise.