Founder & CEO
Jessica Willis, Founder & CEO, PocketNest - Jessica has spent nearly 20 years of her career in the investment and finance industries and has obtained the Certified Financial Planner (CFPR) and Certified Private Wealth Advisor (CPWAR) designations. Jessica has an MBA from Loyola University Chicago, Quinlan School of Business and a B.S. from University of Michigan. Jessica has a passion for serving clients, getting messy financial plans in order and a love of smart fintech tools that improve efficiency and accessibility. Offline, Jessica loves spending time with her three children and husband, Tom.