Jessica Hillman (CFP®)

Jessica Hillman focuses in the
following client markets or areas of practice:

Charitable Giving

Entrepreneurs

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Values-Based Financial Planning & Charitable Giving Strategies

Topics Include: Personal Financial Life Visioning & Planning; Cash Management; Investments; Risk Management; Estate Planning; Retirement Planning; Tax Planning; Employee Income and Benefits Optimization

Additional Information

I am a Christian, coffee lover, and Enneagram Type One. If you know me at all, then you know I love God and love people, and I absolutely love what I get to do every single day! I have a formal education in Financial Planning from Kaplan University, Accounting from Arkansas State University, and Organizational Leadership from John Brown University. I currently hold my FINRA Series 7 and Series 66 licenses and I am a CERTIFIED FINANCIAL PLANNER™? professional. In my spare time, you can find me outside hiking, biking, boating, or working on our ranch.