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Jessica Willis, Founder & CEO PocketNest . PocketNest provides comprehensive financial planning to genx and millenials in a digital, methodical format. And they do this by licensing their platform to institutions- financial institutions including banks, investment advisors and credit unions and non-financial institutions including employee wellness plans, universities and non for profits serving low to moderate-income individuals.

With nearly 20 years of industry experience, Jessica\u2019s co-managed $1B in assets for 200+ people. She\u2019s earned the CFP\xae and CPWA\xae designations, an MBA from Loyola University Chicago and undergraduate degree from University of Michigan. Thanks to an overly enthusiastic passion for helping people with their finances, Jessica\u2019s on a mission to demystify and democratize financial planning. Offline, Jessica loves spending time with her three children and husband Tom (her old friend by her side). \xa0\xa0\xa0 \xa0\xa0\xa0 \xa0\xa0\xa0

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Connect with Jessica Willis: \xa0\xa0\xa0 \xa0\xa0\xa0

Website: www.pocketnest.com\xa0

Twitter: @PocketNest \xa0\xa0\xa0 \xa0\xa0\xa0 \xa0\xa0\xa0 \xa0

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Connect with Jon Dwoskin:

Website: http://jondwoskin.com/

Twitter: @jdwoskin

Facebook: https://www.facebook.com/jonathan.dwoskin

Instagram: https://www.instagram.com/Thejondwoskinexperience/

LinkedIn: https://www.linkedin.com/in/jondwoskin/