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Jessica Purtee

Consulting Services Intern

Why I Go To Work Everyday?

I have a natural curiosity and I enjoy surrounding myself with people that I can collaborate and learn from. Every conversation and interaction is an oppurinty to learn and grow from. I enjoy being a part of a team and look forward to playing a role in contributing to the company’s success.

How Did I Get Here?

After attending a speaker series at DePauw University where Kelli Davis spoke, I was inspired to learn more about the work she was doing. Kelli was gracious enough to spend time with me, answering my questions and encouraging me to learn more about the industry. Kelli and the team at CSI created a semester long internship opportunity that I was excited to apply for.  I am extremely grateful for this opportunity!  I truly look forward to contributing to the team and learning as much as possible. A special thank you to Kelli – you have already had such a positive impact on me and appreciate all your insight and help as I navigate my future career path.

Why I Care About This Industry?

When I was in high school, I attended a couple of client meetings with my boss who was a financial advisor.  Witnessing the connection between the client and my boss and the importance that he had in helping his clients plan for major life events, my eyes were opened to a potential career path that I would enjoy. I have always enjoyed listening and building connections with people and through this industry, you have the ability to support a variety of people with different stories and help them build and plan for the lifestyle they are seeking.

Who I Really Am . . .

I attend DePauw University, play on the women’s soccer team and participate on a variety of clubs. Outside of work, school, and soccer I enjoy spending time with family and friends. I have a younger sister who I am super close with, some of our favorite activities to do with each other are to attend country music concerts or workout classes.

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