Broker Check
Jennifer K. Hicks

Jennifer K. Hicks

Owner, CFP®, CWS®, AIF®

"Mediocrity is going to kill the world before Armageddon ever does." -- Emmylou Harris

Jennifer K. Hicks is a Certified Financial Planner™, Certified Wealth Strategist® and Accredited Investment Fiduciary®. She has a Master of Accountancy and nearly 30 years of experience in the investment and planning fields. In 1999, she opened her own business in her home state of Missouri and has since expanded her business to include clients in over 20 states.

Jennifer is the owner of Purpose Planning, a full service, woman owned & operated, financial services firm headquartered in Colorado Springs, Colorado. Purpose Planning focuses on educating and empowering clients to Achieve Their Purpose by offering a modern and technologically savvy approach to financial planning, asset management and ongoing coaching. Purpose Planning has recently partnered with Spencer Financial Services in Liberty, Missouri.  This relationship has allowed them to broaden their reach and continue to focus on helping clients reach their full potential, today and in the years to come. 

Jennifer knows that in today’s world of nearly unlimited choices, clients need an advocate, educator, and supporter.  This has been her passion for nearly 3 decades. She is thankful and grateful for the trust, friendship, and growth her clients have provided, and she always enjoys watching her clients and their families grow.

When she isn't growing her business, Jennifer is a mom, a JMa (grandma), an advocate for women, and a supporter of our armed forces. She has supported many organizations over the years but currently spends most of her time working with Angels of America's Fallen serving on their Advisory Board and as their Gala Sponsor for 2020, 2021, 2022 and 2023. Angels of America's Fallen supports the children of fallen soldiers and first responders by providing meaningful and lasting support until they reach adulthood. You can read more about Angels of America's Fallen on our Citizenship page. She is also active in the MAC (Military Affairs Council), PPRT (Pikes Peak Round Table), and the Broadmoor Rotary. She volunteers regularly for Mountain Post Santa's Workshop, Lasagna Love, and many other organizations throughout the Colorado Springs' community.

When she's not working for her clients, Jennifer enjoys the beauty of Colorado by being outdoors all year long. She also loves traveling to new places. But her all-time favorite activity is visiting her granddaughter, Tennyson. She wants to help you Achieve Your Purpose!

CFP Board
Certified Wealth Strategist
Rotary International

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.