Jessi Dolmage, CFP®

Financial Advisor

Jessi’s ultimate goals are to give you a clear picture of your finances and instill confidence in your future. What she enjoys most about her role in those goals is the journey. Understanding your unique goals, analyzing your data, crafting a tailored path to your goals, and keeping you on track become meaningful experiences that inspire her every day.

A knowledge seeker who values collaboration, Jessi is on PFA’s financial planning, investment, and marketing committees, and a member of NAPFA, XYPN, and Maine Estate Planning Council.

Since 2013, Jessi has championed fee-only, holistic financial advice. Inspired by a documentary on retirement plans and investment fees, she sought advisors who would always prioritize her interests. She found CFP® Professionals at an independent fee-only firm in Iowa where she lived then, and her positive experience motivated her to become a fee-only CFP® Professional herself, aiming to help others as her advisors helped her.

Her previous careers were in marketing, public relations, and non-profit fundraising. She has a Bachelor of Arts in Economics and English from Coe College. Outside the office, you’ll find her teaching group fitness classes, hiking, playing tennis, traveling, and eating donuts with her partner and their two dogs.