Allowing someone into the world of your finances can be deeply personal and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted advisor.
I am a Rolla native who has been in the financial services industry for over 10 years. I have a Bachelor of Science in business administration from Columbia College and am proud to have attained the Certified Financial Planner™ designation*.
I have a passion for helping those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. I strive to make sure you feel heard and understood with a sincere interest in your story and dreams for the future.
When it comes to creating your financial strategy, there is no one-size-fits-all pattern. I partner with you throughout your life to create a customized strategy and help you stay on track. Regardless of which stage of life you are in, I am here to help.
When not at work, I enjoy spending time with my husband, Dave, and 12-year-old daughter, Natalie. Natalie's competitive dance schedule keeps us pretty busy, but in our free time, we enjoy traveling, attending theater productions and volunteering at our church. We truly love our community and I strive to give back as much as I can. I currently am on the board of Ozark Actors Theatre, am an active member of the Rolla Chamber of Commerce, part of the Rolla School Board and a CASA Advocate for Phelps County.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- New Investors
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
My Personal Interests
- Art & Theater
Office Address602 W 6th St Suite D
Rolla, MO 65401
Phone NumberJessica H Barron at (573) 202-6278
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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