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Derek Jess

CFP®

Wealth Manager

Derek Jess

CFP®

Wealth Manager

Biography

Derek joined Plancorp in 2018 after spending the previous three years of his career as a financial advisor in Boulder, Colorado. As a CERTIFIED FINANCIAL PLANNER™ professional, he is passionate about helping people make financial decisions tailored to the life they want to live. Derek has found that we often times fail to do the things we desire most in life because we never plan for them to happen. Today, he helps clients overcome this by showing them how to align their money with their values to get the most out of life with what they have.

Derek has earned a Bachelor of Arts in Communication Studies from the University of Nebraska and a Master of Science in Personal Financial Planning from the College for Financial Planning. He grew up in a small town near St. Joseph, MO and 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 of 2017. In his free time, Derek enjoys reading, playing guitar, travel, hiking, and photography.

Education
  • University of Nebraska, B.A. in Communication Studies
  • College for Financial Planning, M.S. in Personal Financial Planning

Insights

How to Create an IPO Wealth Management Plan After Your Company Goes Public

Many big-name companies have taken the plunge recently and gone public. The move to unroll an initial public offering or IPO, is often a lengthy decision process that follows years of hard work building up a brand. The fallout can be sudden, requiring its employees to create an IPO wealth management plan.

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Want to Save for Your Dream Future? Start Now

Goals are great. They get you from point A to point B and keep you motivated along the way. That said, we all know how hard it can be to stick to your goals — especially financial ones.

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All in the Family: 3 Steps for Estate Planning

The definition of “family” is more fluid than ever. It’s common to hear of second or third marriages. It’s more socially acceptable for people to cohabitate with a partner without being legally married. Children may live with or be raised by people other than their biological parents. Brothers and sisters are often step-siblings or half-siblings.

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