Jessi is a wealth advisor at Allodium Investment Consultants and serves on the Investment and Financial Planning Committees. She takes pride in providing a clear picture of her clients’ finances and investments and instilling confidence in their future.
Jessi joined Allodium in 2026 with seven years of experience as a financial advisor. Jessi became a strong advocate for fee-only fiduciary advice after studying the history of retirement plans and recognizing how industry fee structures can conflict with clients’ best interests.
She earned a bachelor’s degree in economics and English from Coe College and enjoyed careers in marketing and nonprofit fundraising prior to becoming a financial advisor. While living in Iowa, she connected with CFP® professionals at an independent fee-only firm who inspired and mentored her to pursue her own path as a fee-only advisor.
She is a CFP® professional having obtained the CERTIFIED FINANCIAL PLANNER® certification sponsored by the Certified Financial Planner Board of Standards. Jessi is also a NAPFA-Registered Financial Advisor through the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only advisors with high standards of professional competency and client-centric financial planning.
Jessi recently relocated to Minnesota from Maine, though the Midwest feels like home after spending most of her life in Iowa and Illinois. Outside of work, she enjoys recharging outdoors with her partner, Jake, and their dog, Scout, often hiking, snowshoeing, or playing tennis. She also loves teaching group fitness classes and traveling.
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