Jen Vitas
Chief Development Officer, District Director & Financial Advisor @Northwestern Mutual
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WORK HISTORY
Chief Development Officer, District Director & Financial Advisor @Northwestern Mutual
West Hartford, CT, US
WHAT WE DO: We provide executives with comprehensive financial planning strategies designed to reduce taxes, maximize compensation benefits, and build lasting wealth. HOW WE DO IT: Through our Executive Liquidity Blueprint, we integrate tax planning, equity compensation strategies, insurance, and investments into one clear, actionable plan. This framework uncovers inefficiencies and creates smarter pathways for growth. WHAT MAKES US DIFFERENT: • 10+ years serving high-level professionals with complex compensation structures • Independent, education-driven guidance with a fiduciary commitment to your best interest • Proven track record of helping executives simplify their financial life and uncover hidden savings • Backed by the resources and expertise of Northwestern Mutual’s national network of specialists Want to learn more? Let’s schedule a 30-minute conversation to review your current plan. Together, we’ll uncover opportunities to reduce taxes, strengthen your compensation strategy, and protect your wealth long-term.
EDUCATION
Carroll University
BS, Business Management
Muskego
HS Diploma
University of Wisconsin -Waukesha
Bachelor of Science (B.S.), Business Administration and Management, General
ABOUT JEN VITAS
With over 10 years of experience in financial services, I specialize in helping corporate executives reduce taxes, protect their savings, and unlock more from their compensation plans. My goal is simple: to make your money work harder, without unnecessary complexity. Have you ever felt like your equity compensation or stock options weren’t being used as effectively as they could be? Wondered if you’re paying more in taxes than you should? Questioned whether your current strategy is leaving money on the table? Many of my clients were in the same position — until we worked together. Using my Executive Liquidity Blueprint, they’ve been able to: – Reduce their tax burden through smarter income and equity compensation planning – Increase how much they can put away each year without additional risk – Eliminate unnecessary costs and inefficiencies in their current portfolio or stock plan I understand that executives face unique financial challenges — from concentrated stock positions to evolving tax laws. My role is to simplify the process, align your strategies with your long-term goals, and ensure every dollar is working to its full potential. j••••••••@nm.com | 41••••••63
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