Jessi Chadd, M.S.F.S, CFP®
Principal at KHC Wealth Management
Jessi Chadd was promoted to Principal at KHC Wealth Management in December 2014. In that role, she oversees the policies, processes and work product for the wealth management team. She assists in the preparation and review for client meetings, completing and overseeing financial analysis for clients, and leading client meetings. 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.
Jessi is currently VP of Mentorship of a local Toastmaster's group, active in Central Exchange and the Kansas City Financial Planning Association. She is also a volunteer with Heartland Community Church. Jessi enjoys baking, training her golden retreiver, spending time with her family, yoga, and leading a healthy lifestyle.
Follow Jessi on Twitter - @JChaddCFP