Jessica Nelson, PhD, LMFT portrait

Jessica Nelson, PhD, LMFT

Financial Planning Associate

Build a trusting relationship, gather and assess data, develop a plan, implement the plan, modify as needed – These are the steps to achieving financial goals and not so oddly enough, also the steps to the therapeutic relationship.

The intersection of human behavior, emotion and finance is where I find myself as a Financial Planning Associate. Having spent more than a decade in behavioral health, I utilize my skills as a Licensed Marriage and Family Therapist and former Professor of Counseling to establish long-term client relationships and deliver wealth management solutions. Employing a strengths-based approach, I work to identify and minimize obstacles to success while helping clients reach their financial, and ultimately, personal potential.

I especially enjoy working with clients to navigate life transitions understanding that for many people, transitions, particularly retirement, also come with a shift in identity. Much of my doctoral work focused on the development of professional identity and the use of evidenced-supported strategies for a successful mental and emotional shift from the working world. Essentially, a shift in mindset to who we are, not what we do.

I have served as a consultant to athletes and athletic teams including Division I and II collegiate programs, Triple-A Baseball programs and several chapters of the NFL Retired Player’s Association working to guide athletes through the transition of retirement, co-authoring the book, Beyond the Game: An MBA for Professional Athletes, which empowers athletes and their families to more clearly understand their athletic careers and financial futures.  

People are not numbers on a balance sheet. We make decisions largely based in what we know and feel in the present moment, not what sophisticated financial software programs predict we will do. My counseling background allows me the unique ability to understand how past experiences shape current behavior and influence future patterns of decision making. Sharing this awareness with clients can be a powerful tool in planning your financial future, getting on the same page with a partner, estate planning, and beyond.

Originally from California, I’ve crisscrossed the globe having lived in England, Nevada, Connecticut and now Tucson. My husband and I have a young daughter. We love exploring Tucson, traveling and spending time with friends and family.

Awards

What is something on your bucket list?

I keep an extensive and highly aspirational “bucket list” that continues to grow. Some of the activities include, ringing the opening bell at the NYSE, attend Parliament to view a session of the Prime Minister’s Questions (PMQ), be a guest on the Today Show (this used to be a guest on the Oprah Winfrey Show, but since that is no longer possible…the Today Show it is), sit front row at a major show at NYFW, attend the Jefferson Ball, truffle hunt in Italy, etc… It’s a long list.

Awards

What is your favorite family tradition?

My favorite family tradition is the celebration of the Polish Christmas Eve dinner, Wigilia. From making pierogi to sharing oplatek for well wishes into the new year, the twelve course, hours long, meal is something I look forward to making every year and ultimately teaching my daughter how to make to keep the tradition going for generations to come. Na Zdrowie!

charity

Are there other charitable or social causes that are important to you?

I am passionate about empowering women to achieve financial independence. Financial freedom is a form of personal empowerment, but a variety of roadblocks often make it difficult for women to navigate and partake equally in the financial world. I find fulfillment in working with women at any point in their financial journey and hope that there are less obstacles to over come for my daughter’s generation and beyond.

 

Get in touch with Jessica Nelson, PhD, LMFT

Jessica's Financial Tip

Transitioning out of the workforce is a shift in identity that can be difficult. We so often define ourselves by what we do rather than who we are. In addition to financially planning for retirement, be intentional about planning for how you will spend your time and maintain a sense of purpose. Start to find/incorporate hobbies, causes, consulting or mentoring opportunities in your industry, etc…that you are passionate about NOW so that in retirement, you simply devote more time to those roles that already bring fulfillment.

Education

  • University of Nevada, Reno

    University of Nevada, Reno

    PhD in Counseling and Educational Psychology
  • Alliant International University

    Alliant International University

    MS in Marriage & Family Therapy
  • Chapman University

    Chapman University

    BS in Psychology

Accreditations, Awards & Accolades

  • Review Board Member for the American Counseling Association
  • Review Board Member for the Common Ground Research Network
  • Former Executive Board Member of the Connecticut Association of Marriage and Family Therapy (CTAMFT)
  • Former Board Member Connecticut Association of Counselor Education and Supervision (CACES)

Hobbies & INTEREST

Traveling

Traveling

Foodie

Foodie

Interior Design

Interior Design

Highlights

Blog Posts:

Perspective Matters A Lot

May 17

Spring 2022 Newsletter

May 16

What Is a Diversified Portfolio?

May 10

Accomplishing Your Goals

May 3

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Addison Adelberg, FPQP™

Advisor, Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Aubree Jensen

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Carolina Gillis

Client Service

Catherine Nichols, J.D.

Operations, Shareholder

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Jen Nevenhoven

Operations, Shareholder

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisor, Shareholder

Jessica Nelson, PhD, LMFT

Financial Planning Associate

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisor, Shareholder

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisor

Lily Styrmoe, CFP®, CSRIC™

Advisor

Lisa Reinhardt

Client Service

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Advisor, Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan, CFA

Advisor, Shareholder

Miranda Soeder

Client Service

Missy Eddy, MBA

Operations, Shareholder

MJ Brehm

Client Service

Morgan Bell

Client Service

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Advisor, Financial Planning Associate

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford

Client Service

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholder

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor, Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor

Get in touch with Jessica Nelson, PhD, LMFT