
Education & Certifications
BS - Human Services Leadership, UW-Oshkosh
Jerica Keifenheim
Client Service Associate
-
As a Client Service Associate at Spectrum, Jerica wears many hats as she plays an important role in supporting our advisor team. She is responsible for preparing key materials such as sales documents, client reviews, quarterly reports, and participant education materials. Additionally, Jerica provides essential support to our wealth management team.
Jerica is married and lives in Germantown, Wisconsin. She enjoys attending live music performances and musicals, exploring museums, and spending time outdoors, particularly hiking. She cherishes spending time with her family, friends, and her beloved dog.
Industry Start Date:
2016
Spectrum Start Date:
2024
Fun Fact:
I have been to 50+ concerts in five different states.
Embodying Spectrum’s Principles
Spectrum has built a strong team with great values, and I am grateful and proud to be part of the team that values hard work and collaboration. Working as part of a team and helping everyone succeed, including our clients, has always been important to me.
