Jessi is a Financial Planner with KHC. She joined KHC in 2008 as a Financial Associate. While in college, Jessi completed two internships with Ameriprise Financial. Jessi is active in Central Exchange and the Kansas City Financial Planning association. She is also President of the TGIF Toastmaster's group where she has been a member for 5 years.
Jessi's responsibilities include preparation and follow-up on client meetings, working with clients to resolve issues and take action on their plans, completing financial analyses for clients, and leading client meetings. Jessi also supports the internal functions of the firm as it relates to client on-boarding and coordinating the Wealth Management Team.
She received a B.S. in Family Studies and Human Services with a major in Family Financial Planning and a minor in Business from Kansas State University. Jessi earned her M.S. in Financial Services from the American College. Jessi currently lives in Kansas City with her husband and enjoys baking and doing yoga in her free time.
For her dedication to education and the financial services industry, The American College is proud to honor Jessi Sumner, MSFS, CFP®, as our February 2014 Alumna of the Month.