Check the background of this advisor on FINRA's BrokerCheck.

Jessica L. Tretter, CFP®

​Certifications & Education

• 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 
• National Multiple Sclerosis Society, Board Member* & Board Chairman*
• National Multiple Sclerosis Society, National Diversity, Equity and Inclusion Committee* 
• 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* & 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