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.
If you would like to meet with Jessica to discuss your financial needs, your business’ retirement plan or want to help us congratulate her on her new position, feel free to reach out to her at [email protected].
