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Customized for You
Jen Mack, Senior Financial Advisor
CUSO Financial Services, L.P.*
Work with Jen to develop your comprehensive retirement and legacy plan.
Understanding Your Unique Needs
“Throughout my experience, I’ve always been interested in helping people understand the full spectrum of investment and savings options available. Money can be very emotional for people, and I love to make the journey less stressful. One thing that sets me a part from other investment advisors in the industry is my desire to collaborate with and educate my clients. Each person has their own unique situation and goals, and their plan needs to be customized, not just transactional. My strength is in developing a full comprehensive retirement and legacy plan. I help members create a plan that prepares them for retirement, provides enough income during retirement, is well-equipped for the unexpected including plans for potential medical costs, and is tax-efficient for their loved ones and/or their favorite charities.”
Check the background of this financial professional on FINRA’s BrokerCheck.
Jen has worked in the financial services industry for almost 20 years, and recently returned to Citadel as a Senior Financial Advisor after previously working for Citadel for over a decade. She has her Bachelor of Science Degree from University of Valley Forge, and now lives in Lititz with her husband, Jon, and two sons, Jalen and Justis.
- Series 7 General Securities Representative
- Series 66 Investment Advisor Representative
- Life/ Accident and Health Insurance Licensed in AZ, IN, NJ, OK, and PA
- Securities Licensed in MD, NJ, PA
Jen’s regional coverage includes the Oxford, South Coatesville, and Lancaster markets.
Schedule your complimentary consultation.
Contact Jen to set up a consultation.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.