Jessi Chadd, M.S.F.S, CFP®, CeFT
Principal, Chief Wealth Officer
In her various roles at Aspyre Wealth Partners, Jessi is given a lot of opportunities to help others. With clients, she enjoys helping them understand their goals but also the motivations and intentions behind these goals. She works with clients to take their goals and make them a reality through actionable plans and consistent accountability. She finds it truly rewarding to help clients live the best life available to them and get specific on what that means by focusing on “life centric planning.” Jessi also finds it rewarding to walk alongside others as they manage the transitions that come with living a full life. Whether it is a job promotion, death of a loved one, cross country move, or starting a family, Jessi likes being the person that you can call upon for that plan of attack and a listening ear. Life transitions are a gift if they are viewed that way and Jessi likes to empower and guide individuals through these valleys in life to find the lessons and growth that comes from these times.
With her team and co-workers, Jessi helps create great experiences for our clients while making Aspyre an engaging work environment. Jessi isn’t afraid to get into the details and remove any roadblocks that stand in the way of these objectives.
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.
How Jessi is Making Life Count!®
Outside of Aspyre, you will find Jessi in a number of places. First being her kitchen at home where she enjoys cooking, baking, and feeding/hosting others. Next would be with her family, especially spending time with her two sisters. Jessi enjoys being in community with others but as an introvert, she looks for smaller gathering with shared purpose. You might see her at Connections to Success, in the field gleaming with After the Harvest or at her local Toastmaster’s club, TGIF. Jessi enjoys book club, her small group workouts, and her fitness community, Be Fit for Life. Professionally, Jessi is an active member of the Kansas City Financial Planning Association and participates in a study group of other CFPs.
Jessi lives with her husband, Chad, and they have a golden retriever, Walter, and an orange tabby cat, Todd. They enjoy living a healthy lifestyle, watching movies, and traveling as much as possible!