Jessica Reddy, CFP®, was born and raised in southeastern Wisconsin and now lives in Whitefish Bay with her two children and their rescue dog, Starla—who will happily eat anything she finds, even the non-edible. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2006 and began her career in San Francisco, working at respected firms including Credit Suisse and Catalyst Financial Planning & Investment Management.

The families Jessica works with usually come in asking the same big questions: Will our money last? What happens when markets are volatile? Are we giving too much away in taxes? She combines financial planning and coaching to help clients face those questions with clarity and confidence. Whether it’s building income strategies, navigating Social Security, or exploring charitable giving, Jessica takes pride in simplifying the complex and showing people how they can enjoy retirement without second-guessing every financial decision.

“Retirement should feel like freedom, not fear,” Jessica says. “My goal is to help families feel secure enough to spend, give, and live in ways that are truly meaningful to them.”

When she’s not working with clients, Jessica enjoys walking along Lake Michigan, reading, and spending time with her kids.