Jennifer Secola, CFP®
Questioner · DISC type cJennifer is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager with Legacy Wealth Advisors, an award-winning team recognized by Forbes. With over ten years of experience, the Indiana University Bloomington graduate focuses on creating adaptable financial plans, guiding clients with compassion, and building long-term relationships.
Jennifer lives in the Bloomington/Normal area with her husband, Phil, and their two children. An active member of Eastview Christian Church, she enjoys reading, traveling, and spending time with family and friends in her personal time.
She firmly believes that strong customer service is the absolute key to building and growing long-term client relationships.
Read the full overview →How Jennifer shows up
It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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