Jessica serves as a Partner and Private Wealth Manager, working directly with clients to develop and implement a strategy to address their financial, investment, estate planning, tax and risk management 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 been featured in Barron’s as one of the ‘Top 100 Women Advisors’ (2019 & 2020*) and as one of the ‘Top 100 Independent Wealth Advisors in America’ (2018 & 2019*). She is also listed in Working Mother magazine’s ‘Top Wealth Advisor Moms’ (2020*) and in Forbes as a ‘Best-In-State Wealth Advisor’ (2021*).
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.
Advisors who wish to be ranked fill out a survey from Barron’s about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then applies its own rankings formula featuring three major categories of calculations: (1) Assets, (2) Revenue, and (3) Quality of practice. Barron’s measures the growth of an advisors’ practice and their client retention and also considers a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work, and their compliance record.
For the Working Mother magazine’s ‘Top Wealth Advisor Moms’ rankings SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.