Team Member Details
About Me
Jessie has been a member of the Plancorp team since 2013, returning full-time after completing culinary school in 2021 — and showing all of us what it means to live your best life.
Jessie recently relocated to the Bradenton-Sarasota area of Florida from St. Louis. She enjoys meeting in-person or virtually with clients, no matter their location.
She brings her contagious passion to Plancorp clients, taking the time to understand how they define success and providing the advice and guidance best suited to their needs. Jessie’s depth of knowledge in Social Security benefits is quite helpful, but pales in comparison to her extensive background, exposure and overall financial experience.
Jessie earned her BSBA in Finance at St. Louis University’s John Cook School of Business in 2007, where she spent time studying abroad and fell in love with travel and adventure. This passion fuels her both professionally and personally, and ignited a love for learning which led to earning her MBA with a concentration in management in 2012.
When she's not planning our clients' wealth strategies or training new team members, Jessie is usually trying new restaurants with her husband, Joe or taking their fur baby, a toy goldendoodle named Coffee on long walks. The couple loves to travel, play golf, and go boating as well as spend time with their 10 nieces and nephews. (Each side has one set of twins and Jessie is a twin herself!)
Community Involvement
- Nurses for Newborns, Board Member (2018 - 2021)
Education
- BSBA in Finance, St. Louis University
- MBA in Management, St. Louis University (2012)
- Associate in Applied Science Culinary Arts, St. Louis Community College (2021)
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