Jessica Bokhart, CFP®
Managing Partner | Senior Financial Planner
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.
Personal
Finance
For Jessica, traveling with her family is like adding a splash of magic to their lives, especially our annual jaunt to Sea Pines-Hilton Head Island is the most relaxing part of the year. With sun-soaked days and bike rides galore, each trip is a delightful adventure they all eagerly anticipate!
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.
Jumping into her kids’ education and sporting events is like being the star player in their cheer squad and homework team. Every project and game is an opportunity to share in their triumphs and make the journey even more exciting!
Non-financial advice from
Jessica
On balance
"Striving to balance my family, work, community, and self-care is like juggling a set of vibrant, essential balls, each demanding attention and love".
On travel
“Travel sparks creativity by immersing you in new cultures, sights, and experiences that stir the imagination. Each destination offers fresh perspectives and inspiration".
On staying active
“Being active every day helps keep my body energized and my mind sharp".
CERTIFICATIONS
CERTIFIED FINANCIAL PLANNER™ (CFP®)
NAPFA Registered Financial Advisor
NAPFA Registered Financial Advisor
EDUCATION
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 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 care for each of her clients personally, Jessica is very involved in the community. She serves on the Investment Committee for the Montgomery County Community Foundation, Treasurer for the Montgomery County Free Clinic, and President of the General Lew Wallace Study and Museum. She also serves as Chair of the Taste of Montgomery County annual event.
The firm’s first employee, Jessica, joined Kevin at Market Street in 2006. It was her 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 care for each of her clients personally, Jessica is very involved in the community. She serves on the Investment Committee for the Montgomery County Community Foundation, Treasurer for the Montgomery County Free Clinic, and President of the General Lew Wallace Study and Museum. She also serves as Chair of the Taste of Montgomery County annual event.
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