Jaylee Hoppmann is an Associate Financial Advisor with Kingsview Partners, based in Powell, Ohio, where she helps individuals, families, and retirees navigate important financial decisions with confidence.
She is committed to delivering personalized advice and building long-term relationships founded on trust, transparency, and a deep understanding of each client’s unique goals. Jaylee works with clients across a wide range of planning needs, including retirement planning, investment management, tax-efficient wealth strategies, 401(k) planning, and estate planning.
A Comprehensive Approach to Financial Planning
Jaylee believes that effective financial planning is about more than managing investments. It is about creating a comprehensive strategy that helps clients pursue the life they envision while adapting to changing circumstances along the way.
Prior to joining Kingsview Partners, Jaylee spent two years with Protective Insurance Company, specializing in annuities and retirement income solutions. This experience provided her with valuable insight into helping clients prepare for retirement and make informed decisions regarding income planning and long-term financial security.
A graduate of the University of Cincinnati’s Lindner College of Business, Jaylee combines technical knowledge with a client-centered approach to financial planning. She is passionate about educating clients, simplifying complex financial topics, and empowering them to make confident decisions about their future.
Guidance Built Around the Individual
Jaylee understands that financial planning is deeply personal. Whether clients are preparing for retirement, navigating a career transition, or building a legacy for future generations, she strives to provide thoughtful guidance tailored to their individual circumstances and objectives.
Above all, Jaylee is dedicated to helping clients feel informed, organized, and confident as they work toward their financial goals.
Creativity, Patience, and Life Outside the Office
Outside of her professional life, Jaylee enjoys pursuing hobbies that reflect her creativity and attention to detail. An avid baker, she maintains her own sourdough starter and enjoys sharing homemade bread and baked goods with family, friends, and colleagues.
She also enjoys building LEGO® sets and tackling intricate projects that challenge both creativity and patience. Jaylee and her fiancé, Anthony Blue, are excited to celebrate their wedding this October.