Jessica Bokhart, CFP®Managing Partner | Senior Financial Planner
CERTIFIED FINANCIAL PLANNER™ (CFP®)
NAPFA Registered Financial Advisor
As a child who grew up watching the people around her struggle with their finances, it’s no wonder Jessica was drawn to the financial planning profession. After excelling in Accounting in her senior year of high school, a career counselor urged her to apply her love of numbers, her aptitude for solving problems, and her desire to help people into a career in Financial Planning. She couldn’t be happier with that advice.
The firm’s first employee, Jessica joined Kevin at Market Street in 2006. It was her very first position after graduating from Purdue University’s Financial Planning and Counseling Program. Jessica is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a NAPFA Registered Financial Advisor.
In addition to taking time to personally care for each of her clients, Jessica is very involved in the community. She currently serves as President for the Montgomery County Community Foundation where she serves on the Investment Committee, and as a Steering Committee Member of the Montgomery County Women’s Legacy Fund. For the Lew Wallace Preservation Society, she is a Member of the Board of Directors, and Co-Chair of the Taste of Montgomery County annual event.
In her free time, she enjoys attending community events,
trying new restaurants, and chasing around her children.
“What I love most about my work is the opportunity to make people more comfortable with their financial situations, and working with them to build a path for their future—whatever that may mean to them.”