Jessica Heath, CRPC

As a Senior Financial Advisor, Jessica provides thoughtful financial guidance and a high level of personalized service to investors. She is committed to building long-term relationships grounded in trust, integrity, and respect. Using a disciplined, long-term investment approach, Jessica helps clients develop and implement strategies to build wealth and achieve their financial goals.

Planning for Retirement
Whether you are seeking tax-deferred growth for your personal portfolio or exploring employee benefit options for your business, Jessica helps simplify complex decisions. She provides guidance on a wide range of retirement planning strategies, including IRAs, Roth IRAs and conversions, SEP plans, Keogh plans, SIMPLE plans for small businesses, and 401(k), pension, and profit-sharing plans.
*Wells Fargo Advisors does not provide legal or tax advice.

Comprehensive Investment Planning
Jessica believes effective wealth planning is an ongoing process that evolves with your life. Jessica works closely with clients to help develop strategies that align with their goals, then adjusts those strategies as circumstances change. Through consistent communication and regular reviews, she helps ensure investment plans remain aligned with each client’s priorities.

Background and experience
Since 2005, Jessica has helped clients address financial challenges and develop personalized strategies tailored to their unique needs. Her experience navigating a variety of market environments allows her to offer steady guidance and informed perspective. She is dedicated to delivering the high level of service and planning her clients expect.

Jessica earned a Bachelor of Science degree from South Dakota State University and holds the Chartered Retirement Planning Counselor^SM  or CRPC^® designation, awarded by the College for Financial Planning after meeting rigorous professional standards and passing a comprehensive examination.

Away from the office
Jessica is a native of Sioux Falls, SD, where she currently lives with her husband and their two daughters. She enjoys staying active with her family, spending time outdoors biking, swimming, or boating, and watching her daughters play volleyball.