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Jessica Culpepper, MBA |
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Jessica serves as a wealth manager at Creative Planning,
creating comprehensive financial plans for clients. She also
prepares income tax returns for clients and assists them with
tax planning issues, as well as supporting the estate planning
area of the firm. In addition, Jessica also prepares financial
education workshop materials tailored to individual employer's
needs.
Jessica graduated summa cum laude with honors from Missouri
State University in 2006 with her Bachelor of Science degree in
Accounting. She was also a Board of Governors Scholar and earned
the College of Business Administration's Dean's Distinguished
Scholar Award. She earned her MBA with a Finance emphasis from
the University of Missouri-Kansas City in 2007. Jessica has met
the educational and examination requirements to become a CFP
professional. She has also passed three of the four sections of
the CPA exam and should complete the licensing requirements
during 2009. Jessica is a member of the American Institute of
Certified Public Accountants as well as the Missouri Society of
Certified Public Accountants. She is also a member of the
Financial Planning Association and will be on the board of
directors for the Greater Kansas City Chapter in 2010.
Jessica is actively involved in her church where she leads Dave
Ramsey's Financial Peace University financial education program.
Jessica lives in Lee's Summit with her husband Justin and yellow
lab Drake. |
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