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Jennifer Anderson

Jennifer Anderson, CFP®

Financial Planner
Chicago, IL

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Jennifer Anderson is a financial planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Chicago, Illinois.

Jennifer analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining Ronald Blue Trust in 2019, Jennifer worked for Covenant Trust Company, First American Bank, and Northwestern Mutual. She has broad experience in personal financial services including investments, trusts, insurance, compliance, and retirement services.

Active in her church and local community, Jennifer has served and participated on many committees and boards for her church, children’s activities, and schools.

Jennifer and her husband, Jay, reside in Northbrook, Illinois. They have three children and enjoy family road trips to see different areas of the United States. Jennifer loves to run early in the morning to be rewarded with beautiful sunrises.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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