Jessie Lee Washington

MBA, Tuck School of Business at Dartmouth. A strategic, big-picture approach to decisions, which I bring to how your pension, savings, protection and legacy plans fit together.

MA, Wesley Theological Seminary. Training and years of experience in pastoral care. I understand the callings, the commitments and the unique financial questions that come with a life in ministry, and I listen first.

MS, Arts and Nonprofit Administration, Drexel University. Graduate training in how nonprofit organizations are led, funded and managed. I understand the mission-driven organizations my clients work for, and the benefits and decisions that come with them.

AB, History of Art, Bryn Mawr College.

CFP® professionals complete extensive education, a comprehensive exam, years of experience and an ethics review, and commit to act as a fiduciary when providing financial advice. For you, that means planning that puts your interests first across every part of your financial life.

Specialized training in turning savings and pensions into reliable retirement income: when to claim Social Security, how to coordinate pensions with 403(b), 457(b) or TSP savings, and how to plan for healthcare costs.

Training in planning for families who support a loved one with special needs, including coordinating with special needs trusts and preserving eligibility for government benefits.

Training in fiduciary standards for managing investments and retirement plans, which is especially relevant to nonprofit organizations and their employees.

• NARFE (National Active and Retired Federal Employees Association) events

• The Inter-Faith Chapel

• Retirement workshops for staff of the World Bank and IMF

• In 2020, helped Iona Senior Services, a Washington, DC nonprofit, receive a $50,000 Love Takes Action grant from the New York Life Foundation

• American Red Cross Disaster Team Leader, Southeastern Pennsylvania Chapter (1991–1995): led teams of 2 to 20 volunteers responding to local and national disasters, and supported fundraising and volunteer recruitment

• International Ministries

• Wesley Theological Seminary

• Iona Senior Services

• Member, Alumnae Advisory Committee, The American College of Financial Services

• Member, NAIFA (National Association of Insurance and Financial Advisors)