Planning Team

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. Newsletter & Podcast Archive

Jessica Ness, CFP ®

Fueled by a passion to educate and serve others, Jessica Ness, CFPģ, a Senior Financial Advisor at CJM Wealth Advisers, Ltd., focuses on helping others make smart financial decisions. She works with professionals, entrepreneurs, and families to organize and motivate them to live in alignment with their financial goals.

For over a decade, Jessica has been working with clients to utilize their financial resources to live the life they want, now and into the future. Together, they develop plans to address any concerns and then put the plans into action. Itís important to revisit those plans periodically and Jessica provides guidance to stay on track so her clients know how they are doing, in any market cycle and stage of life. Many of her clients are relying on their portfolio for retirement or personal income, while others are accumulating funds toward a time when they will be able to stop work. She is driven by the long-term relationships she enjoys with clients and the satisfaction that comes from tracking their development along the way.

Jessica has been quoted in publications including Reuters, Chicago Tribune, InvestmentNews, AdviceIQ, and was interviewed on the PBS television show, Financial Fitness. She has authored several articles that are published in Financial Planning Magazine online and OnWallStreet on topics ranging from elder care issues to college funding. Professionally, she has gathered balanced experience in investment management, retirement planning, and insurance analysis working as Client Advisor and Director of Financial Planning at Glassman Wealth Services, LLC, and an Associate Financial Advisor at Gurtz, Yurachek, Brostrom & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. Jessica also spent over four years managing real estate properties.

Jessica graduated from Virginia Tech in 2004 with a Bachelorís Degree in financial planning and obtained her CERTIFIED FINANCIAL PLANNERô certification shortly thereafter. She is an active member in the Financial Planning Association (FPA) and the National Association of Estate Planners and Councils. Frequently, Jessica is asked to return to her alma mater to lecture and share her journey in crafting her career to serve others through financial planning.

Jessica and her husband, Alan, live in Falls Church, Virginia, with their son, Collin. In her free time, she enjoys camping, hiking, biking and reading.

Accolades


  • Top Financial Planners - Jessica Ness (2015, 2016)

  • Best Financial Planners - Jessica Ness (2016)

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