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Jessica O

Series 66

Omaha, NE

Creative Planning

Jessica Odorisio is a financial advisor at Creative Planning with 10 years of industry experience. She holds the Series 66 designation and previously worked at Lockton Investment Advisors, Silverstone Asset Management, and M Holdings Securities. Outside of her advisory role, she serves as Chair of the Skyhawk Fund and Vice President of the Stoneybrook South Homeowners Association in Omaha, NE. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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