Jessica Bokhart, CFP®
Managing Partner | Senior Financial Planner


Individuals nearing/in retirement
You can always catch Jessica for a candid conversation about financial planning, but you won’t catch her anywhere else. An aspiring duathlete, Jessica is always zooming around on foot or on bike — or just chasing her kids around the house. When you meet her at Market Street, you’ll know that she’s got what it takes to go the distance for your financial life.
If all goes according to plan, Jessica will be competing in her first duathlon next year — which might just be her first step toward a full triathlon! Once she figures out the breathing component of the swimming leg, we think she’s gonna go for the gold.
Hit the road, Jess! Whether she’s on a road trip with her family or riding around town on her bike, Jessica is always on the move. We’re not certain where she’s headed next, but we’re sure it’ll be a blast.
The family that learns together succeeds together. Jessica was so proud to watch her husband finish his PhD in Education recently. It’s truly a family achievement, and we’re excited to see what doors his doctorate opens up for the Bokharts.

Non-financial advice from

On parenting
“When you’re raising kids, the days are long but the years are short.”
On avoiding disaster
“Never skimp when buying trash bags.”
On local living
“Crawfordsville is a great town to raise our children. They have so many options for extracurricular activities.”


NAPFA Registered Financial Advisor


As a child who grew up watching the people around her struggle with their finances, it’s no wonder Jessica was drawn to the financial planning profession. After excelling in Accounting in her senior year of high school, a career counselor urged her to apply her love of numbers, her aptitude for solving problems, and her desire to help people into a career in Financial Planning. She couldn’t be happier with that advice.

The firm’s first employee, Jessica joined Kevin at Market Street in 2006. It was her very first position after graduating from Purdue University’s Financial Planning and Counseling Program. Jessica is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a NAPFA Registered Financial Advisor.

In addition to taking time to personally care for each of her clients, Jessica is very involved in the community. She serves on the Investment Committee for the Montgomery County Community Foundation and the President of the Montgomery County Women’s Legacy Fund. She also serves as Chair of the Taste of Montgomery County annual event.

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