Jessica Smith (CFP®, CPA, MAcc)

Additional Information

Jessica is a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), bringing a powerful combination of financial planning and tax expertise to Vitality Wealth. With a bachelor's degree from Utah State and a master's degree from Boise State, she blends technical knowledge with a deep commitment to client well-being. ? Prior to co-founding Vitality Wealth, Jessica served as a financial advisor at one of Idaho's leading fee-only fiduciary firms, where she honed her ability to guide clients through complex financial decisions. With a background in public accounting and hands-on experience preparing tax returns and consulting on small business bookkeeping, Jessica brings a deep understanding of tax strategy and financial statements to her work. Her diverse experience allows her to spot opportunities across both personal and business finances, especially for those juggling multiple income streams or ownership interests. She believes that finance is personal—and prioritizes the heart behind the numbers. Her approach ensures that clients feel heard, understood, and confident in their financial future.