Jessica Dillon | CPWA®

VP | Financial Planner & Wealth Advisor

Jessica Dillon

Jessica is a Certified Private Wealth Advisor® with 20 years of investment management experience.  She serves families by providing highly customized financial plans & investment advisory services and her CPWA® designation broadens her expertise into more complex planning areas such as tax planning, charitable strategies, and wealth transfer.  Jessica loves the challenge of connecting the dots in a client’s financial life to maximize their financial future.

EDUCATION & EXPERIENCE

  • Bachelor of Business Administration, Finance – University of Iowa
  • Certified Private Wealth Advisor® CertificationInvestments & Wealth Institute and U of Chicago Booth School of Business
  • Trader roles – Wells Fargo San Francisco & Federal Home Loan Bank of Des Moines
  • Senior Analyst – Grinnell College Office of Investments

COMMUNITY & PROFESSIONAL INVOLVEMENT

  • GRMC UnityPoint Foundation
  • Mayflower Homes Trustee
  • Grinnell Chamber of Commerce
  • Greater Poweshiek Community Foundation Investment Committee (& Board Past-President)

“Wealth is not about having a lot of money, it’s about having the freedom to make choices and to contribute to what is most meaningful in your life”

Connect with JESSICA OR GIVE HER A CALL

You are advised to not include sensitive or confidential information (i.e. Social Security #, account #’s or pass code ID information etc.) within any “unencrypted” email communication.

  • 100% Privacy Guaranteed. We will never sell your info.