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Jessica Culpepper, MBA, CPA, CFP®

Wealth Manager, Partner
Jessica serves as a Partner and Wealth Manager on Creative Planning’s ultra-affluent team, working with some of the highest net worth families in the firm. Her team includes Creative Planning’s CPAs, estate planning attorneys, tax attorneys, money managers and the Chief Investment Officer. Jessica works closely with her clients to develop personalized wealth management plans addressing all aspects of their financial lives, including investments, retirement planning, estate planning, education planning, and risk management. After preparing comprehensive wealth management plans for her clients, Jessica assists her clients in implementing their plans and continues to work with them to update their plans as their financial situations change. 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 & 2022*) 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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Peter Mallouk

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