JJ is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 20 years of experience in the financial sector. JJ brings a wealth of experience, training and knowledge to her role as a financial planner with a long career in all facets of financial planning including insurance, and estate planning for both civilian and military clients. Helping people—whether it’s planning for retirement or directing their financial choices—is her passion. She is committed to supporting her community through volunteer work with the American Red Cross and local animal shelters.
Education: University of Northern Iowa (BA)
"Always do right, this will gratify some and astonish the rest." - Mark Twain
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Get to know JJ
I’m passionate about gardening even in the winter.
My favorite get away is the beach.
A hike near me that is one of my favorites.
I believe in the pot of gold….do you?
What's your secret talent that no one knows about?
I’m a musician and singer. I play guitar, piano, ukulele and accordion.
What are you passionate about?
I’ve fostered over 100 cats and kittens and work with the felines that are unsocialized to help them get adopted.
Who inspires you?
Albert Einstein.
If you were a crayon, what color would you be?
Verdant Green.
It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”. Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away. In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.