1465 Kelly Johnson Boulevard
Wealth Management Coordination
Welcome to Purpose Planning. We strive to provide comprehensive wealth management services for every stage of the journey. Our goal is to give you confidence in your financial future for years to come.
Over two decades of experience and clients in over 20 states have given us the experience needed to guide you through your life transitions.
Keeping You Informed
Stay up to date on the latest changes in the market.
Open, honest communication. On-going education. Personal and financial growth. Giving back to our community. What's important to you?
Welcome, I’m Jennifer K. Hicks, a Certified Financial Planner in Colorado Springs, Colorado. With over 2 decades of experience and clients in over 20 states, my team and I understand that your investing goals are as unique as you are.
No two investors are exactly alike. That is why we offer a wide selection of investment and risk management services including retirement planning, military retirement/benefit coordination, professional money management, income distribution plans, and insurance products.
The landscape of financial products and services is vast and ever-expanding. We can help you navigate that landscape by coordinating all of your investment needs.
We want to help you Achieve Your Purpose!
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Owner, CFP®, CWS®, AIF®
Jennifer is a Certified Financial Planner™ and a Certified Wealth Strategist®(CWS) with a Masters of Accountancy. She is currently an Investment Adviser Representative and a Registered Representative of Cetera Advisors, LLC.
Registered Administrative Assistant
Geoff was born and raised in Massachusetts. He attended the University of Miami for a year to study Engineering before transferring to the University of Massachusetts to earn a BBA in Marketing. Upon graduation, he drove cross country...
As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with...
Marketing Coordinator, Registered Administrative Assistant
Bethany is a Registered Administrative Representative. She holds the Series 6 and 63 FINRA registrations. She graduated from Colorado State University- Pueblo in 2006 with a Bachelor of Science in mass communications and an emphasis in...
Regional Consultant for AssetMark Investment Services
Jeff provides business development support and practice management and investment consulting experience to financial advisors operating in Colorado and the Rocky Mountain region. Jeff has been with AssetMark for more than 15 years. He...
Senior Vice President, Advanced Planning Group
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...
Senior Attorney, Advanced Planning Group
Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...