Jen Isotalo

Chief Operations Officer
Administrative Department Manager
Portfolio Administrator Clients with last names A-J

jen@northernwelcome.com
(509) 534-3525

About Jen

Jen joined our team in 2006 and oversees the day-to-day operations of the firm. She also supervises the administrative department for Northern Capital Management.

She facilitates client service request such as:

• New account applications

• Transfer of accounts and investments

• Money movement requests including wire transfers

• Cost basis and other tax-related questions

• Administrative items such as change of address, change of beneficiary, etc.

Jen holds a bachelor’s degree from Eastern Washington University with majors in Finance, General Management, and Human Resource Management. Originally from Newport, WA, Jen enjoys spending time with her husband Nick and their two sons Michael and Kelly.