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Jessica L. Tretter, CFP®
Certifications & Education
Professional Affiliations
Awards & Recognition
Philanthropy
*Represents Past Involvement
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- FINRA Series 7 & 66 registrations held through LPL Financial
- Kentucky Life & Health Insurance Licensed
- Accelerated Executive Certificate in Financial Planning, Bellarmine University 2015
- Bachelor of Science in Accounting, University of Kentucky 2005
- Bachelor of Business Administration in Finance, University of Kentucky 2005
Professional Affiliations
- Kaplan CFP® Education Program Instructor at Bellarmine University
- Bellarmine University CFP® Advisory Board
- CFP® Board WIN-to-WIN Women’s Mentor*
- Kentuckiana Women’s Advisory Network (KWAN)*
- Leadership Kentucky, 2017
- Leadership Central Kentucky, 2014
- Rotary International Group Study Exchange to France, 2013
- Lexington Medical Society Mini-Internship Program, 2013
- Leadership Lexington, 2012
Awards & Recognition
- Kentucky Minority & Women Business Enterprise Certification
- Louisville Business First Forty Under 40 Honoree, 2022
- The Voice of Louisville's Bestie Award for Best Financial Advisor, 2019
- MS Breakthroughs Program Event Volunteer of the Year 2019
- Leadership Kentucky Lisa Murrell Award Recipient, 2017
- Younger Womens Club Most Fashionable Philanthropist Nominee 2016
- Lexington Young Professionals Association Rising Star Award Recipient, 2013
- American Cancer Society Mid-South Division, Volunteer of the Year Award Recipient 2011, 2012, & 2013
Philanthropy
- Jefferson County Citizen Foster Care Review Board, Member*
- Greater Louisville Area University of Kentucky Alumni Association, Board Member*
- Kentucky Organ Donor Affiliates, Board Member & Finance Committee Member
- National Multiple Sclerosis Society, Board Member* & Board Chairman*
- National Multiple Sclerosis Society, National Diversity, Equity and Inclusion Committee Member*
- Misters for MS, Founder & Event Chairperson*
- Let's Dance Louisville benefitting Feed My Neighbor, 2019 Dancer*
- Kentucky Humane Society, Foster Parent*
- Kentucky Organ Donor Affiliates, Clinical Affairs Council*
- Election for District 88 KY State Representative, Primary Campaign Treasurer*
- American Cancer Society, Leadership Council* & Relay For Life Event Chairperson*
- Lexington Clinic Foundation, Board of Trustees*
- Lexington Humane Society, Board of Directors* & Foster Parent*
- Northeast Family YMCA, Board of Managers* & Campaign Captain*
*Represents Past Involvement