Jessi L. Chadd, CFP^®

In her various roles at Aspyre Wealth Partners, Jessi is given a lot of opportunities to help others. With clients, she enjoys helping them understand their goals but also the motivations and intentions behind these goals. She works with clients to take their goals and make them a reality through actionable plans and consistent accountability. She finds it truly rewarding to help clients live the best life available to them and get specific on what that means. Jessi also finds it rewarding to walk alongside others as they manage the transitions that come with living a full life. Whether it is a job promotion, death of a loved one, cross country move, or starting a family, Jessi likes being the person that you can call upon for that plan of attack and a listening ear.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances