Jessi Chadd

Jessi Chadd, M.S.F.S, CFP®
Principal at KHC Wealth Management

In her various roles at KHC, 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 really specific on what that means for them. 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 county move, or starting a family, Jessi likes being the person that you can call upon for that plan of attack and a listening ear.

 

With her team and co-workers, Jessi helps create great experiences for our clients while making KHC an engaging work environment. Jessi isn’t afraid to get into the details and remove any roadblocks that stand in the way of these objectives.

 

Jessi joined KHC in 2008 as a Financial Planning Associate and has made significant contributions to overall client service and our wealth management processes. Jessi received her B.S. in Family Studies and Human Services, with emphasis in personal financial planning from Kansas State University. Jessi completed her CFP® certification in 2010 and earned her M.S. in Financial Services from The American College in 2012.

How Jessi is Making Life Count!®

Outside of KHC, you will find Jessi in a number of places.  First being her kitchen where she enjoys cooking, baking, and creating all of life’s essentials.  She enjoys having people around her table or providing a meals for others.  She is also actively involved in the community at Heartland Community Church.  Jessi leads or participates in a number of community groups centered around all aspects of health; mental, emotional, spiritual, and physical.  Professionally, Jessi is an active member of TGIF Toastmasters, a local Toastmasters group, and is pursuing the CFT (Certified Financial Transitionist) Certification.  She is also a member of Central Exchange and the Kansas City Financial Planning Association.

Jessi lives with her partner, Chad, and they have a golden retriever, Walter, and an orange tabby cat, Todd.  They enjoy living a healthy lifestyle, spending time with family and friends, and traveling as much as possible! 

Contact Jessi at  This email address is being protected from spambots. You need JavaScript enabled to view it.  or (913) 345-1881.

Follow Jessi on Twitter - @JChaddCFP®

LinkedIn: www.linkedin.com/pub/jessi-chadd-cfp®/14/347/507

 

 

KHC’s Joni Lindquist in the Kansas City Business Journal’s Table of Experts: Women in Financial Planning