Jessica H. McNamee, CFP^®, CLU^®

Jessica McNamee has spent her entire career serving clients in the financial planning and wealth management space. She started her career as a financial advisor with Northwestern Mutual. It was here that Jessica first discovered her passion for helping others pursue financial confidence. After building her practice for a number of years, she was recruited to join Heartland Bank, where she was tasked with establishing a new financial planning and wealth management team there. She served on the senior leadership team at the bank as a senior vice president and was successful in launching the Heartland Planning Associates brand. Jessica continued to work with clients directly as she grew the team. Under her leadership, the team grew to include 10 associates, and together they achieved expansive growth in the number of clients they served. Jessica was a coach and mentor to her team members, constantly striving to help them to reach their full potential.

After a great experience with Heartland, Jessica was ready to return to her roots as an independent advisor. In 2024, she founded Sirius Wealth Strategies, where she continues to help clients realize the dream of financial independence.

Jessica graduated summa cum laude from The Ohio State University’s honors program, with a degree in political science and economics. During her time at OSU, she was inducted into Phi Beta Kappa, a national academic honor society. Jessica, Colin, and their fur babies currently reside in Bellefontaine, OH. She enjoys gardening and is especially fond of growing vegetables and a vast variety of trees. Her passion for caring for others extends to the kitchen as well, where she loves to cook, especially for friends and family. She is a member of the Athletic Club of Columbus and attends events there regularly.