Committed to delivering exceptional value and trusted advice since 2006
I met my husband while skiing at Alta on Stone Crusher — still my favorite place in the world.
I grew up with seven sisters, and now I have a family of all boys, so there’s never a dull moment.
Jessica Balkman
Director of Retirement Services
At TrueNorth Wealth, I work on the retirement team, helping companies and individuals manage their defined contribution (401(k)) and defined benefit plans. I oversee operations for our group retirement plans and make sure everything runs smoothly with our clients’ vendors. My work includes coordinating annual plan reviews, supporting employee education meetings, assisting with 401(k) enrollments, and serving as a point of contact for clients whenever they have questions or need guidance on their retirement plans.
I’ve spent the past ten years in the 401(k) industry and have become fluent in the language of retirement plans. I love working with people, solving problems, and most importantly, following through to make sure things get done. Knowing that our team does everything we can to help clients reach their goals is what makes this work meaningful to me.
Outside of work, I spend as much time as I can in the mountains with my husband and our three sons. We love skiing and mountain biking in the Wasatch — really anything that gets us outdoors together. When we’re home, you’ll probably find me trying to convince my family to watch a 90s Meg Ryan or Nora Ephron movie.