What I Stand For:
I assist retirement plan sponsors and other stewards with their leadership, stewardship and governance responsibilities in managing well-run retirement plans and helping employees retire with dignity.
Outside of Work, You'll Find Me:
At band performances (I have a baritone player and a trumpet player), on the soccer field with my middle sons, hanging out with my six little people making memories, grocery shopping (I love the Phoenix farmer’s markets!), or enjoying a cup of black coffee in the company of good friends.
I have learned that if one advances confidently in the direction of his dreams, and endeavors to live the life he has imagined, he will meet with a success unexpected in common hours. –Henry David Thoreau
Jessica serves as an alumni member on the TD Ameritrade Institutional Operations Panel, alongside directors of other independent advisory firms providing guidance on TD Ameritrade Institutional's product and service offerings. She also served on Orion Advisor Services' advisory board, helping them enhance and refine their offering to advisory firms. Jessica is a credentialed member of the National Association of Plan Advisors.
Education and Certifications:
AIFA® - Accredited Investment Fiduciary Analyst
CPFA - Certified Plan Fiduciary Advisor
GFS™ - Global Financial Steward™
C(k)P® - Certified 401(k) Professional
PPC™ - Professional Plan Consultant™
Bachelor of Science in Business Administration, International Marketing emphasis, The American University
In the Community:
Jessica has been included in the Kansas City Star's prestigious list of "Women to Watch." For the Financial Planning Association of Greater Kansas City's 2012 Career Day, Jessica presented to help students determine the best fit for their career given their areas of natural strengths and abilities. In Phoenix, Jessica maintains a food handler’s license so that she can volunteer her time doing food prep for The Joy Bus, a non-profit dedicated to relieving the daily struggles of homebound cancer patients with a fresh chef inspired meal and friendly face.
In the Media:
As a speaker, Jessica participated in TD Ameritrade's 2010, '11, '14 and '15 National LINC Conferences and 2010 Fall Regional Conference where she contributed to 8 separate panels covering topics like operations best practices, human capital, social media, and helping advisors grow their retirement plan business. During fi360's 10th annual Insights Conference, Jessica presented an hour-long session on leveraging technology to improve retirement plan participation and participant outcomes. She was a speaker in the 2009 and 2011 "T3" Technology Tools for Today Conference where she shared with financial advisors how to utilize technology to build a high performance team and efficient practice. Jessica also participates on the diversity committee for the Excel 401(k) Advisors' Conference held in Las Vegas each fall, contributing as a speaker/panelist, and helping to deliver relevant content to advisors whose core focus is on retirement plans.
As an author, she has written several articles and white papers on a broad range of topics such as fiduciary risk management for 401(k) plan sponsors, protecting assets while facing dementia, teaching your children about financial matters, and LinkedIn tips for financial advisors. She has also contributed to the authoring of several books.
She was named a 2011 "Rising Star" by KC Business Magazine and she was named a "Five Star Wealth Professional" by KC Magazine and 435 Magazine for 2015-2017.
Social Media Links:
- Sailing in San Diego Sailing in San Diego
- Olympic Park Bobsledding Olympic Park Bobsledding
- Summer Vacation with My Kids Summer Vacation with My Kids