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 over 26 years of experience in the investment and planning fields.  Twenty-three years ago, 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 operated, financial services firm. 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.

Jennifer knows clients have many choices so being their advocate, educator and supporter is always her top priority.  Educating, advising and supporting clients has been her passion for over 23 years.  She is thankful and grateful for the trust, friendship, and growth her clients have provided, and she is looking forward to another few decades.

When she isn’t working at 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 and 2022.  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 at Mountain Post Santa’s Workshop 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, and she loves traveling to new places.  But her favorite pastime is visiting her granddaughter, Tennyson.  She wants to help you Achieve Your Purpose!

 

CFP Board
Certified Wealth Strategist
Rotary International
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