As an Advisor and member of the JNBA Financial Planning Committee, Bailey works with clients and colleagues to curate custom financial life plans to help achieve their goals. She is passionate about building long-term relationships and assisting clients throughout various phases of life.
“Advocacy means fostering relationships and working alongside clients to provide fulfillment. It’s being that go-to person to celebrate all of life’s wonders as well as provide care and compassion during the difficult times.”
Bailey, a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®, enjoys working with clients to make confident decisions about their future. Prior to joining JNBA in 2025, she worked at two other wealth management firms – one in Omaha and another in the Twin Cities.
Bailey has a master’s degree in business administration and a bachelor’s degree in financial planning from Creighton University, where she played college basketball. In addition to being an active volunteer through Every Meal and at her local church, Bailey enjoys being on the lake with family and friends, trying new coffee shops, and walking her Yorkie, Penny.
