Cfp® Derek Jess

Derek Jess, CFP®, is a Shareholder and Senior Wealth Manager at Plancorp Wealth Management since June 2018, specializing in equity and deferred compensation planning, alongside comprehensive financial strategies including tax planning, investment management, retirement planning, risk management, and estate planning. Previously, from June 2013 to June 2018, Derek served as an Advisor in Investments & Planning at First National Bank of Colorado, where leadership skills transformed an underperforming branch into a successful team. Derek also has experience as a Personal Banker and Customer Sales and Service Representative, enhancing customer relationships and financial solutions. Derek holds a Bachelor of Arts in Communication Studies from the University of Nebraska-Lincoln and a Master of Science in Personal Financial Planning from the College for Financial Planning.