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Jessica Culpepper

Wealth Manager, Partner

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.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021