A true advocate for the next generation owner with a contagious passion for financial planning
Hailing from the Midwest, Jess moved to Denver in 2011; drawn by the 300 days of sunshine, she enjoys outdoor and cultural activities that the region serves up. Her education includes a Bachelor’s degree in sales & marketing and minor in psychology and Certificate of International Business, both from the University of Northern Iowa.
Starting her career in the midst of the 2008 financial crisis, Jess joined Wells Fargo Financial before landing at a marketing agency that allowed her to travel across the country. She was soon recruited by Ann Taylor to build, launch and run Colorado’s concept stores during their rebrand in 2011. She built the #10 store in the company in six months. During the process, she learned of a love for helping women live better lives, which translated into her personal mission and why she chose financial planning as the profession to advance.
Jess went on to lead partnerships for the Financial Planning Association, engaging financial professionals through an affinity platform, leading the firm’s NexGen initiatives and was instrumental in launching the FPA Externship Program with eMoney and TD Ameritrade. Jess teamed with thought leaders across the industry to amplify the value of financial planning and challenge the way advice is delivered. Over the last ten years, Jess was instrumental in planning over 35 industry events, worked alongside hundreds financial services companies, and has become an influencer in the financial planning community.
“To sustain a profession, we need to focus on both founders and their next generation leaders. Let’s lean on financial strategies and data-driven guidance that embraces modern paths to succession and equity ownership. Let’s give students relevant skills and knowledge that will reaffirm their career choice and set their trajectory. And as we help today’s generation fortify what they’ve built, we also empower tomorrow’s owners to carry forward an enduring practice that will survive for generations to come.”
A big-time Hawkeyes fan, Jess might have been a crime junkie in another life, and would love to be a cold case detective (maybe in retirement one day). Once the kids are at school, she engages in a good HIIT workout and peaceful meditation. She loves astronomy, SUP (stand up paddleboard) on the lake, working on gardening, home improvement projects, playing video games with her husband, and caring for her 2 toddlers: Everly and Dax.