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Jennifer Wyton (CFP®, CPA)

Jennifer Wyton focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

We offer a comprehensive approach to wealth management and will coordinate all aspects of your financial life. We guide our clients through the process of achieving their financial goals by employing a long-term, disciplined approach to wealth management that works.

Additional Information

Jen graduated with Accounting and Mathematics degrees from Queensland University of Technology and holds a certificate in Financial Planning from Northwestern University. She began her professional career in 2002 with an Australian Chartered Accounting firm. In addition to the National Association of Personal Financial Advisors, she is a member of the Illinois CPA Society, the Financial Planning Association, and Chartered Accountants Australia & New Zealand. She and her husband moved to the Chicago area from Texas 5 years ago with their children. Jennifer joined ShankerValleau in 2023 and enjoys working closely with clients on their path to achieving financial success.

NAPFA Start Date

February 22, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5215 Old Orchard Rd Ste 850 Skokie, IL 60077-1094 Phone: (847) 475-2900 Fax: (847) 972-1303
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