Jessi joined Aspyre in 2008 as a Financial Planning Associate and has made significant contributions to overall client service and our wealth management processes. In 2022, Jessi was named Chief Wealth Office and became a shareholder in the company. 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, earned her M.S. in Financial Services from The American College in 2012, and became a Certified Financial Transitionist® (CeFT) in 2019.
Jessi Chadd
Principal, Partner & Chief Wealth Officer
Aspyre Wealth Partners
United States, Kansas, Overland Park
About Me
Profile Information
Principal, Partner & Chief Wealth Officer
Aspyre Wealth Partners
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Overland Park
Kansas
United States
Sep 16, 2024
More profiles to browse
MS
Matthew Starkey
President
Lucas Bucl
Shareholder, Chief Investment Officer
Tyler Eckert
Investment Management Associate
Stewart Koesten
Founder, Chairman
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc