PushPin Financial | Meet the Team

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Our Team

Guidance Rooted In Real Connection

At PushPin Financial, you're not just getting a plan—you’re gaining trusted partners who genuinely care. With deep experience, thoughtful guidance, and an educator’s heart, our team is here to help you feel supported, understood, and confident in every financial decision you face.

Jessica Hardy, RICP®, CSSCS

Jessica Hardy, RICP®, CSSCS

Managing Partner | Sr. Wealth Advisor

Wendy Shieh Jones, CRPC®

Wendy Shieh Jones, CRPC®

Managing Partner | Sr. Wealth Advisor

Jason Theisen, CRPS®

Jason Theisen, FPQP®, CRPS®

Paraplanner & Licensed Practice Operations Coordinator

Tasha Johns

Tasha Johns

Senior Client Service Representative

Your Plan Starts With A PushPin

What’s your PushPin? A new chapter? A confident retirement? A goal you’ve dreamed about but never put on paper? Let’s map it—together.

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Our Approach

A planning-first, education-driven approach that helps you make confident decisions in every stage of life.

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Who We Work With

From educators to household CFOs, we help thoughtful individuals organize and optimize their financial futures.

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Wherever you are in your journey, we’re here to listen, guide, and help you move forward.

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