Broker Check
Jessie Thompson, CFP®

Jessie Thompson, CFP®

Financial Advisor

Jessie began her career in the financial services industry in 2015.  She later teamed up with her father, Bob, and serves as a financial advisor with the firm.  She is a CERTIFIED FINANCIAL PLANNER™ professional and holds her Series 7 and Series 66 securities licenses.  She is also licensed in Life & Health insurance and Annuities.

Jessie is passionate about building relationships and using her role as a financial planner to serve clients and help enrich their lives. She enjoys problem-solving and coming up with practical strategies to help clients build wealth and become more financially free.

Outside of the office Jessie spends her free time with her son, Cody and husband, Trevor.  She also enjoys lifting weights and volunteering at her church.