Jessica Koppe, Cfp®, Cepa® Email and Phone Number

My mission is to bring a human touch to the world of personal and business finances. While wealth alone can't buy happiness, it's a critical tool we utilize to transform our personal and entrepreneurial dreams into reality. Our emotional ties to finances can cloud our judgment, particularly during the tumultuous phases of transition or exit. This is where my role as a Certified Exit Planning Advisor® or CEPA® professional becomes paramount.As a CEPA® professional, my objective is to assist business owners in comprehending the intricate connection between their personal and business finances. I can guide you in effectively enhancing your business's value, releasing the wealth held within it to bolster your personal financial prosperity, and providing insights into your exit strategies and the steps required to help achieve a seamless transition.At Edward Jones, our top priority is attentive listening, ensuring that we truly comprehend the unique circumstances of our clients. I've been dedicated to this mission since 2011. My primary focus is to bring synergy to your financial resources and your life's purpose, effectively managing your assets to enhance your present and secure your future.In order to be your unwavering companion throughout this journey, I am committed to acquiring a profound understanding of your objectives and current situation. I'm here to navigate you through the financial ebbs and flows that life presents.Beyond the realm of business exit planning, you might find me at Stagecoach Reservoir, relishing moments with my husband, son, and our two bulldogs, Roscoe and Capone, while engaging in wake surfing. Additionally, as a Routt County native, I have a deep-rooted passion for the outdoors, yoga, maintaining a healthy lifestyle at the gym and exploring new horizons.Whether you're strategizing for your business exit, securing your family's financial future or optimizing your investments for tax efficiency, I'm here to assist you in constructing the future you envision. Reach out to me at jessica.koppe@edwardjones.com, and together, we'll embark on the journey of aligning your financial means with meaning, ensuring your wealth works towards a brighter present and an even more promising future./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.