JESSICA TIERNEY, CFP®, CDFA®, QKA®

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Industry Experience

With close to 20 years in the Retirement & Finance industry, and almost 15 as a CERTIFIED FINANCIAL PLANNER™ professional and Qualified 401(k) Administrator™, Jessica focuses on retirement and income planning with an emphasis in tax efficient distribution strategies. Jessica is also a CERTIFIED DIVORCE FINANCIAL ANALYST® certificant, a member of the Financial Planning Association, the Institute for Divorce Financial Analysts and the American Society of Pension Professionals & Actuaries. Jessica graduated from Portland State University with a Bachelor of Science in Mathematics.

Q&A with Jessica

What is your investment philosophy?

The investment piece is always the last part for me. I first want to understand your current cash flow and long-term financial plans. From here I look at both short-term and long-term tax optimization strategies that align your investments with your personal situation. Adding in your personal risk tolerance, we can find a well-diversified option that is appropriate for your specific situation.

Do you work closely with other professionals?

As a CFP® certificant, I work closely with other professionals on a regular basis. This ranges from estate attorneys to CPAs and independent agents. If my client doesn’t have their own team of top individuals, I work with them to find folks they trust to be in their corner.

What do you like to do for fun?

I am homebody by nature, so my idea of fun is generally something calm and quiet. I enjoy trips to the coast for a little R&R and quality time with my family. I do enjoy running and, depending upon the year, may sign up for an event or two. I have run distances up to a marathon, but these days prefer something in the 5k – 10k arena.

Describe some of your favorites: book, movie, person, game, vacation, hobby, music, color. Why these?

I am almost always listening to a book. Whether I am doing chores around the house, driving in the car, or just relaxing. You can generally find me with at least one ear bud in.I listen to all types of novels, both fiction and nonfiction across multiple genres. I don’t have an all-time favorite book, but one that comes to mind that I enjoyed recently is Project Hail Mary. I have listened to several of Andy Weir’s novels and the nerd in me loves all the math and science he incorporates throughout his stories.My favorite movies are lighthearted. Two that I have seen several times are the Devil Wears Prada and Cruella De Ville. I seem to enjoy stories about women finding their inner strength and sense of selves, with a bit of flare.As for vacation spots I would pick the beach. I am not the type to go in the ocean mind you, I would say I have an irrational fear of sharks, but I do enjoy walking or running on the sand or relaxing in the sun.

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Biography

Jessica began her professional career with a boutique recordkeeping, administration and investment advisory firm located in Portland, Oregon. During her tenure, she became a CERTIFIED FINANCIAL PLANNER™ professional and a Qualified 401(k) Administrator™. After leaving her position as the Director of Financial Planning to branch out on her own, she spent several years as an independent consultant assisting plan sponsors in the fulfillment of their fiduciary duty to evaluate their retirement plan service providers. Due to vast uncertainty in the retirement industry, and missing her work as a financial planner, Jessica decided to look for ventures assisting individuals with their personal financial situations and was thrilled to join The H Group in 2017.

On a personal note, Jessica grew up in Tigard and attended Tualatin High School. She spent 3 years studying electrical engineering at the University of Portland, participating in the air force ROTC program, and graduated from Portland State University with a Bachelor of Science in Mathematics. She comes from a large family, being the youngest of five, and is the proud mother of her son, Owen. In her downtime, Jessica enjoys running or working out, and always appreciates a good book.

Education

Jessica is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® certificant and a Qualified 401(k) Administrator™. She is a member of the Financial Planning Association (FPA), the Institute for Divorce Financial Analysts (IDFA) and the American Society of Pension Professionals & Actuaries (ASPPA). Jessica graduated from Portland State University with a Bachelor of Science in Mathematics.

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