For a financial planning business as accomplished and ambitious as Kotys Wealth Professionals, Operations Manager Jennifer Reed is a true asset. Every team member at the Fee-Only financial business takes pride in their customer-centric focus, dedicating themselves to helping clients plan for and reach their goals with a holistic approach. With her years of experience and knowledge, Reed serves as a high-powered cog in the Kotys machine.
Having earned a Bachelor of Arts in Economics from Indiana University in Bloomington, Reed started her career in 1993 as a John Hancock agent. She moved onward to work for Indiana Federal Bank Investment Services, Inc. as an Advisor and later moving to Operations Manager for IFB Investment Services, Inc. After several acquisitions and mergers, she broke away to work with another local broker. Reed committed herself to that work for over 15 years.
In 2010, Reed joined the Kotys Wealth Professionals Team, bringing her extensive knowledge and industry experience in tow. She handles the majority of the day-to-day back office details, as well as keeps the firm in compliance with industry standards and regulations. Jennifer's role is vital in ensuring procedures and processes are adhered to and that the clients have in overall wonderful experience.
After 25 years in the industry, she still wakes up passionate about her job.
“I love establishing relationships with our clients,” Reed said. “My career allows me to work with private clients, yet also be involved in the public sector to help even more people. I love coming to work and truly getting to know people.”
Reed identified one of the factors that makes the Kotys team stand out from other financial companies: they fully value client relationships.
“The sense of community we cultivate within and beyond our place of work empowers our clients,” Reed said. “We’re in the business of people; we get to know those people, and they’re wonderful.”
Reed firmly believes in providing exemplary client service and cherishes working with Kotys Wealth Professionals in the quest to continually enhance the customer’s experience. She finds that, with such strong leaders at the head of the company, the quality of work they produce is never in question.
“I enjoy working with a great, qualified team that helps people secure their futures,” Reed said. “Wes gives us the ability to do what we need to do, he’s very supportive. He sets a high standard for his employees, but he gives us the trust and confidence to get there.”
Reed is also very involved in the community and many local charitable organizations. When she’s not helping plan for people’s dreams, she can usually be found spending time with her husband and son.
Kotys Wealth Professionals upholds a fiduciary oath to do what is in the best interest of their clients 100% of the time. The company has been voted Best Wealth Advisory Firm in the Greater South Bend/Michiana area by Northwest Indiana Business Magazine, as well as recognized in the Financial Advisor magazine for the past three years. To work with excellent team members like Reed, visit their website today.
175 Lincolnway, Suite D Valparaiso, IN 46383
Visit Kotys Wealth Professionals Partner Profile
Investment Advisory services offered through TKG Advisors LLC, a Registered Investment Advisor.