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 Peoria 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.
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 served 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 recognized as a “Woman to Watch” by the Kansas City Star and as a “Rising Star” by KC Business Magazine. She volunteers with The Joy Bus in Phoenix, providing relief to homebound cancer patients with fresh meals and companionship. Jessica is a member of Collab Culture, a community for women by women who are choosing to embrace the power of community over competition. Jessica is also a founding member and co-leader of Peoria Professional Women for Good, a hyper-local giving group. Jessica is a mentor for students of all ages. 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. She also helps her local Girl Scouts troop learn about financial literacy.
In the Media:
Jessica has shared her expertise by contributing to eight separate panels at TD Ameritrade’s National LINC Conference and their Fall Regional Conference on topics including operations best practices, human capital, social media, and helping advisors grow their retirement plan business. She has also spoken about leveraging technology to improve retirement plan participation and participant outcomes at fi360’s Insights Conference and shared twice at the “T3” Technology Tools for Today Conference. As an author, Jessica has written articles on fiduciary risk management, asset protection, and financial education for various publications. She has been named a “Five Star Wealth Professional” by KC Magazine and 435 Magazine from 2015 to 2024.
