Meet Our Team

Jessica Blood, CFP®
Partner, Wealth Management Strategies

Direct: (512) 290-9023

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About Jessica

Jessica is a founding Partner at PlanWise Financial Group. Her mission is to share her knowledge and expertise to help clients make educated, well-informed decisions about all aspects of their financial lives, while also helping them avoid some of the pitfalls that unfortunately exist in the financial services industry. Previously, Jessica was Partner and Director of Wealth Management at Austin Financial Partners.

Jessica is proud to call herself a CERTIFIED FINANCIAL PLANNER™ professional. This designation, held by a small percentage of financial advisors, shows Jessica’s commitment to putting her clients’ interest first.


Jessica was born and raised in Upstate New York. She is a Cum Laude graduate of the Boston University Questrom School of Business and a scholarship track and cross-country athlete. She is a proud Terrier, as well as an avid Red Sox and Patriots fan.
 

Jessica met her husband, John, in Boston. They moved from Boston to Austin in 2009 and fell in love with all Austin had to offer. Jessica and John have two miracle IVF children, Connor (9) and Caroline (7). They recently expanded their family by adding a Labradoodle puppy, Brady. When Jessica is not working, you will find her spending time with her friends and family, volunteering at Connor or Caroline’s school, running, and traveling. Always up for an adventure, the family embarks on a big family trip each summer. National parks are next on their list. 

Giving back is a big focus for Jessica, her family, and everyone at PlanWise. Jessica is involved with the Ronald McDonald House of Austin to help raise awareness and gives back by volunteering, gathering necessities for families in need, and attending many of their annual fundraisers. Knowing how painful — and joyful — the fertility process can be, Jessica is also passionate about lending families going through fertility treatments a shoulder to cry on or a listening ear.

Jessica is also known as

Wonder Woman

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, ID, IL, LA, MA, MD, MI, MN, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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