Get Started
Financial Planners

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

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

Read More
We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.