InvestmentNews has recognized Jessi Chadd, CFP®, CeFT®, as a 2023 40 Under 40 Honoree. Chadd was chosen from a pool of about 1,000 nominees from across the country by a panel of reporters, editors, and other representatives of InvestmentNews, to make a list of 40 talented individuals. The annual awards program celebrates remarkable young professionals in the financial advice industry for their leadership and accomplishments, placing them among an elite class of role models and rising stars.

Jessi is known for making such a strong impact on all the lives she touches – from those who have the joy of working alongside her, to the many clients she has the pleasure of serving.

“I truly find it rewarding to help people live the best life available to them,” said Chadd. “By focusing on ‘life centric planning’ I want to get specific about the motivations and intentions behind someone’s goals, then empower them to remove any roadblocks that stand in their way.”

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