Jessica Rusnock

Education

Western Michigan University-Personal Financial Planning

 

Overview

Jessica is a CERTIFIED FINANCIAL PLANNER™ practitioner. Jessica focuses on goals based planning by using the financial planning and asset liability management process. Jessica works with individuals, business owners and institutions helping them through the various stages of wealth including, wealth accumulation, wealth income generation, and wealth distribution. Through this process, Jessica is able to provide a holistic approach that provides clients’ with a plan for long term success.

RELEVANT EXPERIENCE

  • Several years industry experience including:
    • Retirement Plan Services
    • Personal Financial Planning
    • Investment Management
    • Risk Management
    • Estate Planning

AREAS OF EXPERTISE

  • Business and Individual client relationships
  • Goals Based Financial Plans
  • Retirement Plan Management and Support
  • Portfolio Allocation

Upcoming speaking engagements

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Resources and event materials

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