Jess Hoffman

Financial Advisor

Jess has been a financial advisor for almost 5 years, joining Aspen Financial Services in 2022!  She is a 2017 graduate of the University of Bridgeport! She is often told that her best quality is that she listens well. She views each individual client/small business as a puzzle that needs to be put together and reviewed frequently as life changes! Knowing where her clients see themselves going as well as what matters the most to them is her number one priority. Her philosophy is that synchronizing her client’s tolerance for risk, time horizon, and ensuring each strategy is ideal for them is equivalently as important as providing them with a broad spectrum of investments to diversify! She offers retirement planning, wealth strategies, education savings, banking, estate planning, annuities, insurance, and consults with tax accountants to strategize tax planning.

 

She holds both FINRA Series 7 and Series 66 securities registrations held with LPL Financial  as well as life, annuity, and health insurance licenses.

 

Jess lives in Adel, IA with her husband, Drew, and her daughter, Kenley. She enjoys spending time in the outdoors and enjoying fitness and nutrition!

Phone 515-414-3525
Fax 515-453-2349