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 love discovering new restaurants and exploring creative menus, whether close to home in Phoenix or while traveling. My husband and I have eight teenagers and young adults we claim as “ours” through partnerships, life circumstance, or biology, and our home is often the center of activity for them and their friends, and our grandson. We are active members of our community in both North Phoenix and North Peoria, where we’ve lived for the last 15 years and partner with a variety of local charities and organizations making a tangible difference in the lives of others. I am also part of several book clubs because I love reading.
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:
I am an alumni member of the TD Ameritrade Institutional Operations Panel, where I collaborated with directors of independent advisory firms to improve product and service offerings. I have also served on the advisory board for Orion Advisor Services, helping to enhance their platform for financial advisory firms. I am a credentialed member of the National Association of Plan Advisors and a founding member of High Impact Financial Operations Network (HIFON), a professional network for COOs in the financial planning industry.
Education and Certifications:
- AIFA® – Accredited Investment Fiduciary Analyst
- ChSNC® – Chartered Special Needs Consultant®
- CDS® – Certified Divorce Specialist
- CPFA® – Certified Plan Fiduciary Advisor®
- CDS® – Certified Divorce Specialist
- 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 2025.
