Jennifer Klekotka

Jennifer is the Office Administrator and performs the day-to-day operations of our practice.  She works closely with the financial professionals and clients to embrace the Fortune Financial ideology of “Help people first, make money second.” She manages daily office operations, the new client onboarding, client CRM database and contract administration.  Jennifer optimizes the workflow within the team to ensure alignment with the company’s objectives, policies, procedures and compliance.

Prior to joining Fortune Financial Planning, Jennifer was a Regional Multi-State Office Manager for a defense litigation firm.  Jennifer brings 32 years of experience across several departments including legal office management, human resource supervision, quality control, office expansion oversight and legal assistant expertise.

Jennifer resides in Voorhees, NJ with her husband Walt.  She enjoys traveling with her family, physical fitness, and volunteering at the Atlantic City Rescue Mission.