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My Story

My Story

 

Jessica Rebmann
Jessica Rebmann
Founder, Certified Financial Planner™
I am very fortunate to love my profession, but I’m often asked how an engineer ended up in this role. Let me share my story with you...

While working in engineering and project management roles at NASA, INDOT, and Tippecanoe County, I was determined to build financial freedom and I passionately read books on finance, investing, and how to retire early. I also sought guidance from a trusted financial advisor early on and I followed the advice to a “t." A few years later, the advisor was shocked at how much progress I had made.

During the same time, I came to realize through volunteer work that I loved to help people solve their problems, one-on-one. I couldn't find fulfillment in my career completely because the individual helping component was missing. It was then that I realized how rewarding it would be help others in this way. Now, I love what I do! I’m interested in how I can promote my values with my money, time and talents; and I help others do the same. I love educating my clients, and my biggest reward is helping them achieve and maintain financial freedom.

In addition to helping individuals, my experience at Federal, State and Local public entities provided me insight that I use to help maximize income for statutorily restricted government clients.

Outside of the office, you’ll often find me encouraging my 3 kids in their endeavors, volunteering (mostly with United Way), and if I’m lucky, golfing with my husband (think Mr. & Mrs. Havercamp from Caddyshack).


Education

Purdue University Krannert School of Management - 1999
West Lafayette, IN
BSE: Engineering Management

College for Financial Planning - 2011
Professional Education Program
CFP® Certified Financial Planner

Series 7: General Securities License
Series 66: Investment Advisory Agent
Life & Annuity Licensed: FL, IN, KY, TX, NY
Licensed Private Pilot (Instrument Rated) - 1994

Experience

Turquoise Wealth Management
Founder, 2018
Certified Financial Planner™
Financial Advisor

Morgan Stanley
2007-2018
Associate Vice President, Wealth Management
Certified Financial Planner™

Sii Investments
2006-2007
Financial Advisor
Lafayette, IN

Community Involvement

United Way of Greater Lafayette
Community Campaign Chair - 2019
Community Campaign: Second Vice Chair - 2017
Board of Directors: President - 2015
Community Investment Committee: Chair - 2012

Lafayette Catholic School System
Strategic Plan Steering Committee: Member - 2011

Church of the Blessed Sacrament
Finance Committee: Chair - 2010
Parish Council: President - 2009

 

Turquoise Wealth Management
300 Main St. Suite 600
Lafayette, IN 47901
Phone: 765-637-7920

   
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.  Cambridge and Turquoise Wealth Management, LLC are not affiliated.