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Jessi Chadd

CFP®, CeFT

As a Principal and Chief Wealth Officer at Aspyre Wealth Partners, Jessi Chadd is given a lot of opportunities to do what she genuinely loves…help people. She specializes in working with clients who are facing a life change. She enjoys being the person that you can call upon for an ear to listen or for a plan to effectively maneuver through your situation, including an empty nest, retirement, or the loss of a spouse. Conversations with Jessi go beyond money to discover what it means to you to live your best life. There is no boilerplate for her style of life-centric planning — everything is tailored uniquely to your goals and adjusts as your life progresses. Read Be Well With Money to discover how Jessi helps clients RetireWELL. 

A rising star in her career, Jessi was included in 2023 among the InvestmentNews 40 Under 40. She was recognized among young professionals nationally who are making a positive impact in the financial planning and wealth management profession. She is also a Kansas City Five Star Wealth Manager award winner.

EDUCATION

  • BS in Family Studies and Human Services, with an emphasis in personal financial planning, Kansas State University
  • M.S. in Financial Services, The American College

CERTIFICATION

  • Certified Financial Planner Professional
  • Certified Financial Transitionist®

SPECIALTIES

  • Integrated Wealth Management
  • Life in Transition
  • Retirement Planning
  • Life-Centric Planning

More About Jessi

Jessi is a supporter of various local causes including Connections to Success, helping those living in poverty to become economically self-sufficient. You can also find her gleaning in the fields for After the Harvest, to fight hunger while reducing food waste.

To make life count, Jessi loves to cook and entertain family and friends. She also spends time out in the community among others with whom she shares interests. Most of all, she and her husband enjoy fostering a healthy lifestyle, watching movies together, and traveling as much as possible. Ask her about her golden retriever, Walter, and orange tabby cat, Todd — but only if you want to see pictures. 

By looking beyond investment returns and following an actionable plan for which your money is a tool, it’s possible to live a life of intention.”