As an Advisor, Jessi takes pride in working closely with her clients, providing personalized guidance to help them meet their financial goals.

In 2017, Jessi attained the prestigious CERTIFIED FINANCIAL PLANNER™ certification, demonstrating her commitment to upholding the highest standards of professionalism and ethical practices in the financial industry. Over the years, Jessi has had the privilege of working closely with numerous executives and business owners, inspiring her to add the Certified Exit Planning Advisor certification to her title in 2022. Thus, enabling her to provide specialized guidance to clients navigating business succession and exit strategies.

Jessi is an active and engaged member of the Des Moines Estate Planners and the FPA of Iowa (Financial Planning Association of Iowa). Outside the office, Jessi has a passion for giving back to the community and is a proud supporter of OneIowa and 100 + Women Who Care. 

In her spare time, Jessi enjoys going on walks while listening to true crime podcasts, reading, and spending time with her family. Jessi is an avid sports enthusiast and can be found at Jack Trice in the Fall.