Jenny Kast, CFP® CPFA® AIF®
with ERSI since 2015
Wealth Management Advisor
Jennifer Kast works alongside the advisors at ERSI to help clients make informed decisions about their future.
As a valued member of the ERSI, Jennifer appreciates the qualities of the team culture - “it’s critical to have a sense of humor, be kind and caring, communicate exceptionally, all built upon a foundation of trust and integrity.”
Jennifer began her career in financial services at Chase Bank - one of the biggest firms in the industry. She quickly discovered the difference between the corporate and boutique level of service, and her heart was elsewhere. When the opportunity to join ERSI came along, Jennifer knew she had found the right firm.
Being a part of the ERSI team has allowed Jennifer to appreciate diverse perspectives, appreciate the support of mutually sharing burdens and how dividing work can allow skills to grow for all.
“I am committed to building strong client relationships as I work alongside the advisors at ERSI that help others make informed decisions about their future.”
Outside of the office, Jennifer enjoys rock climbing, mountain biking, skiing - practically anything outdoors with her family and friends.
“Knowledge isn't power until it is applied.” -Dale Carnegie
Education & Affiliations
- Fort Lewis College Bachelor of Arts (Business Administration/Management)
- Series: 6 (Investment Company and Variable Contracts Products), 7 (General Securities), 63 (Uniform Securities Agent State Law),
- 65 (Uniform Investment Adviser Law)