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Broker Check
 
Jessica Bricker

Jessica Bricker

CPA, CFP®, Financial Advisor

Credentials:

CPA (Certified Public Accountant)

CFP® (Certified Financial Planner)

 

Bachelor of Arts in Accounting, Business Administration and Communication at Grace College, Summa Cum Laude

Holds Series 7, 66 registrations and Life & Health Insurance licenses

 

Work Experience:

Jessica spent 15 years in Finance in the Orthopedic industry concluding her time there as the Finance Director for the Global Reconstructive Business at Zimmer Biomet. Jessica’s unique perspective is invaluable. Not only is she familiar with the corporate roles and expectations of the orthopedic environment, but she also understands the various benefits regularly offered such as deferred compensation, stock options, restricted stock, and other benefit selections.

Jessica left her successful career at Zimmer Biomet to pursue a new endeavor focused around people and purpose. She loves problem solving and desires to use her skills and talents to aid others in pursuing their goals. Jessica enjoys learning each client’s story, understanding their aspirations, and working to put together a plan to help pursue them. The world of Financial Planning can seem overwhelming, but she has a knack for taking difficult financial concepts and making them easy to understand and implement.

  

Community Involvement:

Member, Grace College and Seminary Board of Trustees

Member, K21 Board of Directors

Member, Winona Lake Grace Brethren Church Business Commission

Volunteer, AGAITAS Athletic Development 

Volunteer, RISE Athletic Development


 

Personal:

Jessica has been married to her husband, Ryan, for 17 years. They have 3 kids and enjoy spending time together, going on family adventures, and attending local sporting events.