Jessica Casual

What I Stand For:
I have a compassionate understanding of the unique needs of divorced women, female entrepreneurs, blended families, and families with special needs children. I also 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:
I like to try fun new restaurants and explore interesting menus both in Phoenix and when I travel. My husband and I have four teenagers still living at home and are often the central hub for sleepovers and hangouts. We do our best to cherish whatever time we have with friends and family, spending as much time as possible with our adult sons. We also actively seek out opportunities to support our Peoria community in meaningful ways. Jessica is also a founding member and co-leader of Peoria Professional Women for Good, a hyper-local giving group.

Favorite Quote:
To be kind is more important than to be right. Many times, what people need is not a brilliant mind that speaks but a special heart that listens. -F. Scott Fitzgerald

Professional Affiliations:
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 and a long-standing member of the High Impact Financial Operations Network (HIFON) for COO's of Financial Planning firms.

Education and Certifications:
AIFA® - Accredited Investment Fiduciary Analyst
ChSNC® - Chartered Special Needs Consultant®
CPFA® - Certified Plan Fiduciary Advisor®
GFS® - Global Financial Steward®
C(k)P® - Certified 401(k) Professional
PPC™ - Professional Plan Consultant™
Nonqualified Plan Advisor Certificate
ESG(k) Certificate
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" and was included as a “Rising Star” by KC Business Magazine. For the Financial Planning Association of Greater Kansas City's 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 volunteers with 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 has been invited to present at both TD Ameritrade's National LINC Conference and their Fall Regional Conference four separate times 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 twice invited to speak at the "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.

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, and teaching your children about financial matters. Jessica has been a guest contributor for www.sixtyandme.com, as well as contributed to the authoring of several books.

Jessica was named a "Five Star Wealth Professional" by KC Magazine and 435 Magazine for 2015-2023.

Social Media Links:

Email Me:
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