Jessica Hillman (CFP®)
Jessica Hillman focuses in the
following client markets or areas of practice:
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Values-Based Financial Planning & Charitable Giving Strategies
Topics Include: Personal Financial Life Visioning & Planning; Cash Management; Investments; Risk Management; Estate Planning; Retirement Planning; Tax Planning; Employee Income and Benefits Optimization
Additional Information
I am a Christian, coffee lover, and Enneagram Type One. If you know me at all, then you know I love God and love people, and I absolutely love what I get to do every single day! I have a formal education in Financial Planning from Kaplan University, Accounting from Arkansas State University, and Organizational Leadership from John Brown University. I currently hold my FINRA Series 7 and Series 66 licenses and I am a CERTIFIED FINANCIAL PLANNER™? professional. In my spare time, you can find me outside hiking, biking, boating, or working on our ranch.NAPFA Start Date
April 12, 2023
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