Jessica serves as a Wealth Manager, working directly with clients to develop and implement a strategy to address their financial, investment, insurance, tax and estate planning needs.
Jessica graduated summa cum laude from Missouri State University with her Bachelor of Science degree in Accounting. She was also a Board of Governors Scholar and earned the College of Business Administration’s Dean’s Distinguished Scholar Award. She earned her MBA with a Finance emphasis from the University of Missouri-Kansas City. Jessica has also received the Certified Financial Planner™ designation and is a licensed Certified Public Accountant in the states of Kansas and Missouri.
Jessica has previously been selected as one of Ingram’s “20 in Their Twenties” honorees (2012). The list recognizes the most accomplished business and community leaders in the Kansas City region in their 20s. She was also named to Barron’s Top 100 Independent Wealth Advisors 2018 list*.
Jessica and her husband Justin have two daughters, Nora and Elizabeth. She is actively involved in her church where she serves on the Board. In her free time, Jessica enjoys spending time with her family and friends.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
The Barron’s rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firm, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. A ranking of “N” indicates the advisor was not ranked in the specified year.