Jacque Denson CFP®

Financial Advisor, Partner

Email: jdenson@vestia.com
Call | Text | Fax: 402-620-6225

Jacque Denson CFP®

Financial Advisor, Partner

Email: jdenson@vestia.com
Call | Text | Fax: 402-620-6225

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Series 66
  • Life insurance, licensed agent
  • Health insurance, licensed agent
  • BS in Business Management, Maryville University
“I want to inspire people with my life. That comes in the form of actions, not just investing money in the proper channels to reach a goal dollar amount.”

Jacque’s passion is building strong, lasting relationships with her clients – she knows what truly motivates them to achieve their financial goals. She builds one-of-a-kind financial plans unique to each family and enjoys building different scenarios to walk through the multiple paths they can take to achieve their goals. Jacque loves seeing children grow up, hearing about vacations, helping secure financing for dream homes, and thinking creatively to help her clients realize their dreams. Though Jacque enjoys working with all types of doctors, her favorite clients are her female physicians. She is an advocate for equal pay for women in medicine and has experience devising timelines and strategies for maternity leaves to keep her female clients from being set back in wealth accumulation relative to their male counterparts. Jacque is passionate about seeing a change in the financial industry from a gender diversity standpoint and is inspired by the strides she has seen women make in medicine!

Jacque has been in the financial industry for over a decade, working in client service roles at Edward Jones, Lincoln Financial, and Larson Financial before joining the Vestia team as a Financial Advisor. She obtained a Bachelor’s Degree in Business Management from Maryville University in St. Louis, and holds her Series 66 registration, Life & Health Insurance License, and is a CERTIFIED FINANCIAL PLANNER ®. As a goal-oriented, lifelong learner, Jacque is always looking to further the expertise she can offer her clients. She recently completed the Investment Management Theory & Practice Education Program through Yale University and lends her knowledge to Vestia’s Investment Committee.

Outside the office, Jacque enjoys spending time with her husband, Aaron, and their children, Landon and Caroline; tending her backyard garden; and working with her husband on their side-hustle, a nutrition business for high school and college wrestlers.

One of Vestia’s values is to model “wealth that matters.” What does this mean to you?
My husband and I always say when we are grandparents, we want to sit with our grandchildren and tell them stories of our lives and make them dream about their future, rather than just buy material things for them to play with. I want to tell them of the trips I took, the funny interactions we had as a family growing up, and true life lessons from acting on our dreams. I want to inspire people with my life. That comes in the form of actions, not just investing money in the proper channels to reach a goal dollar amount.
What is your favorite part of what you do at Vestia?

Making a difference. My favorite emails or calls to get are from clients who have something going on, and the first person they think to call for advice is me. Even if it is about something not specific to investing money, like should I donate or sell my car? How should I save to take my family on vacation this summer? Can I afford to have another baby?

If the advice I give can bring them relief from stress and show them a way to achieve their goal, big or small, that is what gets me up and makes me excited to work every day.

What is the most important thing you have learned about helping other people?
That every need/goal is different and sometimes it will change along the way. You can’t use a cookie-cutter model for everyone, and that is what makes the biggest difference between having a computer and having a real person who knows your preferences and future goals. Customizing planning to each person is so important because everyone wants different things.

Let’s Connect

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