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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
The Voice of Louisville's Bestie Award for Best Financial Advisor, 2019
Kentucky Minority & Women Business Enterprise Certification
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 Kentucky Lisa Murrell Award Recipient, 2017
Leadership Central Kentucky, 2014
Lexington Young Professionals Association Rising Star Award Recipient, 2013
Rotary International Group Study Exchange to France, 2013
Lexington Medical Society Mini-Internship Program, 2013
Leadership Lexington, 2012
Philanthropy
Let's Dance Louisville benefitting Feed My Neighbor, 2019 Dancer
National Multiple Sclerosis Society, Board Vice Chairman
National Multiple Sclerosis Society, National Diversity Board
Misters for MS, Founder & Event Chairperson
Kentucky Humane Society, Foster Parent
Kentucky Organ Donor Affiliates, Clinical Affairs Council
Election for District 88 KY State Representative (former), Campaign Treasurer
American Cancer Society (former), Leadership Council & Event Chairperson
Lexington Clinic Foundation (former), Board of Trustees
Lexington Humane Society (former), Board of Directors
Northeast Family YMCA (former), Board of Managers & Campaign Captain
Younger Womens Club Most Fashionable Philanthropist Nominee 2016
American Cancer Society Mid-South Division, Volunteer of the Year Award Recipient 2011, 2012, & 2013
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
The Voice of Louisville's Bestie Award for Best Financial Advisor, 2019
Kentucky Minority & Women Business Enterprise Certification
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 Kentucky Lisa Murrell Award Recipient, 2017
Leadership Central Kentucky, 2014
Lexington Young Professionals Association Rising Star Award Recipient, 2013
Rotary International Group Study Exchange to France, 2013
Lexington Medical Society Mini-Internship Program, 2013
Leadership Lexington, 2012
Philanthropy
Let's Dance Louisville benefitting Feed My Neighbor, 2019 Dancer
National Multiple Sclerosis Society, Board Vice Chairman
National Multiple Sclerosis Society, National Diversity Board
Misters for MS, Founder & Event Chairperson
Kentucky Humane Society, Foster Parent
Kentucky Organ Donor Affiliates, Clinical Affairs Council
Election for District 88 KY State Representative (former), Campaign Treasurer
American Cancer Society (former), Leadership Council & Event Chairperson
Lexington Clinic Foundation (former), Board of Trustees
Lexington Humane Society (former), Board of Directors
Northeast Family YMCA (former), Board of Managers & Campaign Captain
Younger Womens Club Most Fashionable Philanthropist Nominee 2016
American Cancer Society Mid-South Division, Volunteer of the Year Award Recipient 2011, 2012, & 2013