2019 Fall Conference Speaker

Jocelyn is a strong proponent for creating opportunities for women and people of color in the financial planning profession, Jocelyn is currently the Special Adviser on Gender Diversity for the CFP Board Center for Financial Planning. Prior to this role she served as the Chair & Director of The American College State Farm Center for Women and Financial Services from 2014 to 2018. In addition, she is also the Founder and Managing Partner of The Ascension Group (“Ascension”). As an advisor, she partners with her clients to design a personalized holistic strategy to help them reach their financial goals. With over twenty years of financial services experience, Jocelyn has been working with individual clients since 2002.

Jocelyn received a BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors. Some of her memberships include Delta Sigma Theta Sorority, Inc., Financial Planning Association (FPA), Association for African American Financial Advisors (Quad-A) and Women in Insurance & Financial Services (WIFS). Jocelyn serves on the Envestnet Institute on Campus Women in Wealth Management Advisory Board and FPA Philadelphia Tri-State Area Chapter Board. In 2016, InvestmentNews Magazine recognized her as one of the 20 most influential Women to Watch.

Born and raised in Philadelphia, PA, Jocelyn quite naturally is a huge sports fan (go EAGLES!!). She is a runner and recently completed the 50 States Challenge where she ran a half-marathon in each state plus D.C. One of her favorite mottos is life is short so RuN HaPpY!!