Professional

As a wealth management advisor, Jessica knows that financial planning must be catered to each individual's specific needs and goals. Not only does she help her clients by managing and building upon their current situations and needs, but she also allows them to see their visions fulfilled by effectively planning for their future.

Jessica has spent over seventeen years expanding her business and providing top-quality financial services to her clients. Her extensive knowledge and experience – paired with her passion and fervor to see her clients achieve financial prosperity and beyond – positions her as one of Northwestern Mutual's top female wealth management advisors in the Central Region.

Jessica specializes in retirement distribution planning and tax efficiency. She provides strategic, comprehensive advice to help those seeking to retire meet their retirement goals. Working with retirees for several years has given her the insight to what to expect when entering into retirement and how to take their hard earned nest egg and turn it into income that they will not outlive. Working with a team of fellow advisors allows Jessica and her team to educate successful women, business owners, attorneys, CPAs, and millennials on wealth management strategies and solutions. 

In addition to helping her own clients thrive, Jessica strives to positively impact other advisors across the county by educating them on the importance of understanding retirement distribution planning. She has had the opportunity to be a keynote speaker for Northwestern Mutual's retirement school for several years along with presenting in network offices of Northwestern Mutual across the country. Most recently, she was given the humbling and honorable experience of speaking to 10,000 of her fellow advisors at Fiserv Forum in Milwaukee,WI on her experience in the business and why she believes this career is a gift.

Associations and Membership

NAIFA - National Association of Insurance and Financial Advisors

NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. For more information visit National Association of Insurance and Financial Advisors.

NAFTA logo

Million Dollar Round Table | 2010, 2012-2018

The standard of excellence in financial services, designating top 5% in the entire industry

A member of “Top of the Table”, an exclusive forum for the world’s most successful financial services professionals at the top 1%, who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Qualified every year since inception of award.

NAIFA National Quality Award | 2011– 2018

Awarded to those who demonstrate a dedication to client service, ethics, and excellence

As an award recipient, acknowledged for distinction among colleagues, clients and companies. Financial advisors are recognized for their commitment to excellence in service to their clients and their industry, in the pursuit of education and training, and in their adherence to NAIFA's code of ethics.

NAIFA Four Under 40 Award - Wisconsin | 2018 Recipient

Award given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40.

Other Industry Awards and Achievements

  • Life Impact Award
  • “Best Year Ever” Award
  • Top 50 Award – Central Region
  • Star Club Qualifier, Diamond Level
  • Pacemaker Award
  • Diamond Award
  • Achievement Award
  • Summit Award

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2010, 2012-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2018

Award recognizing commitment to excellence in service to clients and industry

Jessica D Schock, CLTC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck