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Jessica Hartzell

Jessica Hartzell

Client Service Manager

Education and Designations

  • Bachelors of Science, Personal Financial Planning - Utah Valley University
  • Certified Financial Planner™ Candidate

Financial Management Experience

Jess graduated from Utah Valley University with a Bachelor of Science degree in Personal Financial Planning.

Jess's interest in the financial planning industry was inspired by personal family upbringing, influences such as Dave Ramsey, and her professors at UVU. Her love for working with a personal client base stemmed from her career in the cosmetology industry as an esthetician. She believes the blend of working with individuals and their finances is the perfect marriage of her passions.


Growing up in beautiful Utah, Jess has a love for the outdoors and especially the mountains. She enjoys anything outdoors, fitness, and spending time with family. She is currently spending more of her free time planning for her wedding this August when she will marry her sweetheart, Parker.