Experience, Education & Background

A good financial plan is the foundation to achieving your personal life goals.

Our clients are busy professionals who are seeking stability and efficiency in their finances. These individuals are successful and highly educated in their fields of work, but are not sure how to take their investments and plans to the next level. They want to streamline their finances and tailor them to achieve their goals.

After going through our signature planning process our clients gain confidence and clarity in their investments and feel secure with their plans. They feel that they are more empowered and knowledgeable. Employing professional management gives them time to focus on other endeavors while achieving their desired outcomes.

Education:

Sixteen years of investing and financial planning experience
CERTIFIED FINANCIAL PLANNER™ Read more about working with a CFP® professional
FINRA series 7 and 66 licenses
Life, Health, and Long-Term Care Insurance License
Graduated cum laude from the University of Colorado, major in International Business and minor in Economics
Member of the Women’s Estate Planning Council (Denver Branch). Previously sat on local, non-profits boards that are dedicated to social mobility, entrepreneurship and education.

On a personal note . . .

I currently live in Denver with my husband Micah, daughter Lila, and a rescue dog named Sadie. I’m from Carbondale, Colorado where I grew up on a small family ranch. I spend my weekends hiking, camping, snowboarding, gardening and catching up with friends. I enjoy cooking, family restaurants and a sunny patio during happy hour. I have a passion for travel and have traveled in Europe, Asia, and Central America. I have an extensive travel wish list! Thanks for visiting my website and reading about me. I look forward to learning more about you.

LET’S TALK

Connect with Jessica on LinkedIn

Connect with Sopris Wealth: Facebook & Instagram

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, we make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.