We are pleased to announce the promotion of Jessica Searcy Kmetty to Principal of the firm. She has a passion for helping people manage the financial side of their lives in order to get the most out of every other piece of their lives. Her vision and drive would make her an asset to any team, and we are fortunate to have her on ours.
As Vice President, Jessica is responsible for the entire operations of our firm and making sure the processes and procedures are in place to deliver consistent and dependable service to our clients. She also oversees our strategic planning, making sure our firm stays on the leading edge of best practices and technology. Jessica keeps us striving toward constant improvement and evolvement. She frequently speaks on a national industry level, and participates in operations panels and best practices groups with advisors across the nation.
Several years ago, Jessica recognized the burden on business owners trying to offer retirement plans to their employees. She spearheaded the creation of our 401(k) and retirement plans division where she assists retirement plan sponsors and other stewards with their leadership, stewardship and governance responsibilities in managing well-run retirement plans, helping employees retire with dignity.
Outside of work, you can find Jessica breaking her personal best records at the gym, hosting block parties with her husband, at a Diamondbacks or Cardinals game, lounging by the pool, matching and mismatching socks (her family of 8 has a LOT of missing socks!), hanging out with her family making memories, checking out the local farmers' markets, and finding cool new restaurants to try or revisiting favorite venues with friends.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.
The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.
Published for the blog on April 29, 2019 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.