Twin Cities Five Star award winner
Jennifer L. Athanases
Estate Planning Attorney
Partner
MacMillan, Wallace & Athanases, PLLC
2018 Five Star
Investment Professional
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Six-Year Winner
PROFESSIONAL PROFILE

Jennifer L. Athanases
Estate Planning Attorney
Partner
MacMillan, Wallace & Athanases, PLLC
763-559-9553
PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Investment 2012-2014, 2016-2018

The Five Star Investment Professional award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients; Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 11 Twin Cities-area investment professionals with the Five Star Investment Professional award. 

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