Senior Advisor
jessi@sunvalleywealth.com
Jessi Johnson
Jessi Johnson has been in the financial services industry for longer than a quarter of a century. While her experience spans from insurance underwriting to sales leadership, her true calling is working directly with clients, and she’s thrilled to work with them face-to-face on a daily basis. With both her Series 65 registration and her life and health license, Jessi is willing to do whatever it takes to find the proper answer to any problem. Also acting as our chief investment specialist, Jessi believes in a foundation of education and feels her job is incomplete unless her clients fully understand their portfolios, why she implements the strategies she does and how the focus on protection can help on the road to retirement.
Leading with a listening ear and an open mind, her sense of purpose comes from building relationships and helping each individual person she meets with find the right solution for their own retirement. That right solution, however, is often different from what she gathers from a simple first impression, but she values the challenge and the opportunity to understand a problem before she solves it.
Originally from Kansas City, Jessi earned her MBA from Rockhurst University. An avid Chiefs fan and a true Midwesterner, she believes in family, food and football. She is now a resident of Scottsdale, Arizona, and enjoys spending her time with her mini goldendoodle and her daughter, a theatre student who keeps the entire family entertained and active.
“As someone who has been part of a tight-knit family and the head of a family, I understand what it means and what it takes to protect those you love. That’s why I feel so strongly about helping our clients find the answer that solves their unique problems. I also take pride in building relationships with those I work with and making them feel like they’re part of the Sun Valley team.”
— Jessi JohnsonSenior Advisor
The Sun Valley Team
When you work with our team at Sun Valley Wealth, you’re more than just a number. You’re the star, and you deserve to be treated as such. That philosophy starts with our people and their desire to do right by our clients, which was instilled in them at the very beginning of their decades-long careers in financial services. We also know that growth evolves out of trust, honesty and friendship, which is why we’ve aligned our success with yours. We’re committed to helping you achieve your goals and your potential, and we’re excited to see what you can become. Meet the Sun Valley Wealth team below.
Connect With Us
How are you mitigating risk and creating income for your retirement? If you don’t have an answer, we can help you put together a customized, comprehensive financial plan that focuses on your dreams and outlines a clear path toward them. Please fill out our form below with as much information as possible, and we’ll be in touch with you shortly!
Contact Us
16427 N. Scottsdale Rd., Suite 410
Scottsdale, AZ 85254
Phone: (833) 282-7272
Email: don@sunvalleywealth.com
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