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JKS Financial

JKS Financial team photo

Pictured from left: Tricia Kleinmeyer, Stephanie Morton, Christopher Berarducci, Daniel Jenkins, Amanda O’Neil, Geoffrey Kasse, Debra Visciarelli, Ryan Harrington Grove, and Andrea Dulick

As a company with more than 45 years of combined experience, JKS Financial prides themselves with the relationships they build with their clients. We believe clients are entitled to personalized recommendations based on their visions. We take the time to understand their unique circumstance, responsibilities and aspirations.

As a team, JKS Financial is focused and dedicated to making our clients feel like they are part of our family. We want to help your children go to college, watch you enjoy the retirement you envisioned and we will stick by your side during the difficult times. We do this with pride by offering sound financial advice throughout your journey.

Meet our dedicated team ready to integrate and simplify your goals.

Our Team

JKS Financial guides individual, family and corporate clients to establish and maintain all realms of financial security.

The Team is committed to helping our clientele define and reach their goals. We deliver services with clarity, expertise and honesty; tailored to their specific objectives.

We want our clients to be our biggest fans. We do this with exceptional services and dedication. The JKS Financial Team cares for client concerns as if they were our own.

Our Approach

Clients come to JKS Financial looking for a partner, someone who will stand by their side and seek to truly understand them. At JKS Financial, we believe that no two clients are alike, and neither are their needs. You are unique. Your needs are unique. Don’t you think your financial plan should be unique too?

Planning Horizon graphic
  • We begin each potential relationship by investing time to get to know you. We listen and learn about your dreams, as well as your obligations.
  • With your help, we determine how we can add value and simplify your financial life.
  • Our JKS Financial team will implement a thoughtful plan that is consistent with your values and vision.
  • Throughout life, change is a constant. As your life changes, we will revisit and review your plan to ensure that it continues to align with your goals. We will ensure that your needs are met with care and expertise so you can sit back and enjoy life.

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC.

Our Expertise: Wealth Management

360° Wealth Planning Process

We help our clients by implementing a 360°Wealth Planning Process. Through our process, we focus on 4 main areas:

Insurance & Risk Management

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Wealth Accumulation

  • College and Education Funding
  • Retirement Planning and Accumulation
  • Tax Efficient Accumulation Strategies
  • Qualified Plans
  • Asset Allocation Analysis

Wealth Distribution

  • Estate Planning
  • Gifting and Philanthropy
  • Wealth Transfer Strategies
  • Retirement Income Distribution

Wealth Preservation

  • Funding Strategies for Estate Planning
  • Buy Sell Planning
  • Planning for Key People in your Business

Client Corner

Contact Us

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Site Description

JKS Financial is a marketing name for Daniel Jenkins and Geoffrey Kasse with Northwestern Mutual Life Insurance Company, offering innovative solutions, quality service, and products to help increase your success.