Our Team - Jessica Smith, CFP®, CAP®, CLU®, CPWA®


Jessica is Longview's Vice President and Director of Financial Planning. She joined the team in 2005 as a part of West Financial Consulting, Inc. Jessica is proud to lead a team focused on integrity, transparency, and collaboration.  She enjoys working with clients to assist them in accomplishing their philanthropic goals. To further her education in this area, she obtained the Chartered Advisor in Philanthropy (CAP®) designation from the American College. In addition, she is a CERTIFIED FINANCIAL PLANNERTM Professional, Chartered Life Underwriter (CLU®), Certified Private Wealth Advisor, and a NAPFA Registered Financial Advisor (NRFA).

Jessica is actively involved in her profession and community. She is a member of the Philanthropic Advisors Network at the Community Foundation of Huntsville/Madison County and the HudsonAlpha Professional Advisory Committee. Since entering the profession, she has been very engaged with the National Association of Personal Financial Advisors (NAPFA), serving as a past board member and sitting on several committees, including a conference planning committee and the committee to choose the organization’s current CEO. She also served on the board of directors for the Financial and Estate Planning Council of Huntsville and the Rocket City Scholarship Granting Organization. 

Outside of the office, Jessica loves spending time with her husband, Craig, and their two young son, Landon and Miles. The family enjoys spending their weekends participating in local running events and enjoying outdoor activities with their family and close friends.

 


Education


  • B.S., Human Environmental Sciences with emphasis on Financial Planning, University of Alabama, Tuscaloosa, AL
  • Chartered Life Underwriter professional program at the American College, Bryn Mawr, PA
  • Mutual Fund Counselor professional program, College for Financial Planning, Denver, CO
  • Income Tax Course, H&R Block
  • Certified Private Wealth Advisor certification program in conjunction with The University of Chicago Booth School of Business, Chicago, IL