Growing up, I ran cross-country and track through high school and college. I still enjoy running and competing in races.”
Jessica Caldwell
Manager, CFP®
Experience
I specialize in providing holistic wealth management services to our clients, acting as our clients’ personal CFO. I’m motivated to help them define and achieve their financial goals by implementing investment management, income tax, retirement, and education planning strategies.
Whether my clients are in the asset accumulation phase or in retirement, they appreciate that I proactively look for and communicate planning opportunities and that I work to earn their trust. I truly care about my clients, and nothing brings me greater joy than providing them peace of mind.
I earned my B.S. in finance from Miami University (Ohio) and my M.S. in accounting from Michigan State University. I began my career with the firm in Columbus, Ohio, where I grew up, and relocated to Denver in 2019.
Outside of work, I enjoy running, hiking, skiing, reading, traveling, and spending time with my husband, our daughter Goldie, and two dogs, June and Millie.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
