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Derek Jess

CFP®

Sr. Financial Planning Associate

Derek Jess

CFP®

Sr. Financial Planning Associate

Biography

Derek joined Plancorp in 2018 after serving clients for the previous three years as a financial advisor on a wealth management team in Denver, CO. He is a strong believer in the financial planning process and enjoys helping people align their money with their values to get the most out of life with what they have. Derek is a Certified Financial PlannerTM Professional. He is currently pursuing a M.S. degree in Personal Financial Planning.

Derek grew up in a small town near St. Joseph, MO. He married his wife, Katie, in 2012. They are now experiencing the wonderful joys of parenthood after the birth of their first daughter, Hazel Frances, on Christmas Eve in 2017. In his free time, Derek enjoys reading, playing guitar, hiking, photography, and spending time with family.

Education
  • University of Nebraska, B.A. in Communication Studies

Insights

Are Your Retirement Plan Fees "Prudent and Reasonable"?

In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.” 

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