Jessica L. Knudsen

Jessica L. Knudsen

Financial Planning Supervisor

Jessica is the financial planning supervisor in Savant’s Rockford, IL office within the Financial Planning and Tax Team and has a membership interest in Savant. She works closely with Savant's financial advisors to prepare comprehensive client financial plans and coordinate plan implementation. She also specializes in creating analyses to determine Roth conversion opportunities and optimal cash flow distributions in retirement. Jessica is a firm expert in developing complex Excel spreadsheets and proprietary analytical tools.

Jessica earned a bachelor of science degree in economics with an emphasis in finance and graduated cum laude from Rockford University. She earned a master of science degree in personal financial planning and received the Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Specialist in Retirement PlanningSM (CSRP®).

Outside of work, Jessica enjoys fostering kittens and walking adoptable dogs through Noah's Ark Animal Shelter. She joined Team Savant in August 2004.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.


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