How to Continue to Forge Ahead In Your Business
THINK Business with Jon Dwoskin · Jon Dwoskin
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Show Notes
Jessica Willis, Founder & CEO PocketNest . PocketNest provides comprehensive financial planning to genx and millenials in a digital, methodical format. And they do this by licensing their platform to institutions- financial institutions including banks, investment advisors and credit unions and non-financial institutions including employee wellness plans, universities and non for profits serving low to moderate-income individuals.
With nearly 20 years of industry experience, Jessica's co-managed $1B in assets for 200+ people. She's earned the CFP® and CPWA® designations, an MBA from Loyola University Chicago and undergraduate degree from University of Michigan. Thanks to an overly enthusiastic passion for helping people with their finances, Jessica's on a mission to demystify and democratize financial planning. Offline, Jessica loves spending time with her three children and husband Tom (her old friend by her side).
Connect with Jessica Willis:
Website: www.pocketnest.com
Twitter: @PocketNest
Connect with Jon Dwoskin:
Website: http://jondwoskin.com/
Twitter: @jdwoskin
Facebook: https://www.facebook.com/jonathan.dwoskin
Instagram: https://www.instagram.com/Thejondwoskinexperience/
LinkedIn: https://www.linkedin.com/in/jondwoskin/