Jennifer Beyl-Lee, CFP®, FIC, CLTC®
Partner and Wealth Advisor
Recipient of 2022 Five Star Professional Wealth Manager Award - 3 Time Recipient
Jennifer Beyl-Lee has over a decade of experience helping individuals, families and business owners develop a financial strategy based on their goals and values. At her core, she is an educator, passionate about advising clients on their retirement planning, investment, and estate strategies so they can enjoy the life they built!
As a CFP® professional, Jennifer has met rigorous education and experience requirements, and committed to high ethical and professional standards.
Jennifer earned her Bachelor of Science degree from the University of Minnesota – Twin Cities. Her son, Ethan, is currently attending the U of M Twin Cities. Go Gophers! She lives in Cannon Falls, MN with her husband, Skipp. She enjoys spending time with her family, competing in reigning horse shows, cheering on the MN Wild and volunteering. She is a Board Member of Support Our Troops Haunted House and a Lifetime Auxiliary Member of the Cannon Falls VFW Post 4452.
She is licensed to business in AZ, FL, HI, IA, IN, MI, MN, MT, SD, TN, TX and WI.
See https://www.fivestarprofessional.com/awardwinners/MSPWM for Five Star Wealth Manager award criteria
The FIVE STAR Professional ranking was released in 2022 for the time period of 2021-2022. Neither the Firm nor its representatives paid a fee to participate in the survey (or paid a fee to participate).