Jess' Retakes_Sam-2.jpg

Jessica Dontje, CLTC®

Jessica has over 15 years of insurance and financial industry and served the last 8 years as a Financial Advisor. Jessica is currently our Member & Client Service Specialist where she helps our advisors and clients remotely with transactions, paperwork procedures, client relationship management, account maintenance, advisors and/or client transitions and much, much more!

She is an active volunteer with different organizations within the Fox Valley and surrounding areas and actively attends many different fundraisers throughout the year.  

Jessica enjoys spending time with her family and friends, fishing and motorcycling.  She is married to her husband – Jamie, has two sons – Justin and Jonathan and two step-daughters – Samantha and Monica.

Securities Registration held with LPL Financial:
- Series 6 - General Securities Representative
- Series 63 - Uniform Securities Agent

Other licenses or designations held:
Certification for Long-Term Care™ CLTC®
Insurance - Life and Health insurance intermediary
Property & Causality License