Our team is personable, trustworthy, energetic, creative, reliable and proactive. As a brand we stand for empowerment through education, working collaboratively and ethically, and staying true to our service-first approach to business. As a neutral third party, flexibility to your organization's needs and the provision of comprehensive industry advice are at the top of our to-do list.
Principal, Investment Advisor Representative- AIF®, C(k)P™
Jessica Ballin is an Investment Advisor Representative and Principal of 401(k) Plan Professionals. She has been a retirement planning specialist for 18 years, joining LPL Financial in January, 2007. She graduated from the Carlson School of Management at the University of Minnesota in 2000. Jessica went on to work as a financial advisor at Wachovia Securities; focusing on the retirement industry. She has obtained her Series 7 (registration held through LPL Financial) and 66 (held through 401(k) Plan Professionals and LPL Financial) licenses and is an Accredited Investment Fiduciary (AIF). Jessica has earned the C(k)P™ Certified 401(k) Professional Designation from The Retirement Advisor University™ in collaboration with UCLA Anderson School of Management Executive Education. Jessica is recognized as an industry leader, named to both the National Association for Plan Advisors (NAPA) list of Top Women Advisors in 2015, 2016 & 2017 and Top 50 Retirement Plan Advisors under 40 in 2016, 2017 & 2018. She was also named to Financial Times Top Retirement Plan Advisor list in both 2015 and 2016.
Investment Advisor Representative- AIF®
Jenna Witherbee is an Investment Advisor Representative with 401(k) Plan Professionals. Jenna joined 401(k) Plan Professionals in 2009 after obtaining a Finance degree from the University of Minnesota Carlson School of Management. She also holds Series 7 through LPL Financial and Series 66 through 401(k) Plan Professionals and LPL Financial. She also has MN Insurance registrations and is an Accredited Investment Fiduciary (AIF). Jenna takes pride in providing experienced service to the small and mid-size clients including investment research and due diligence, group and individual employee education meetings, plan design guidance, fee benchmarking and vendor proposals. Most recently, she was named by The National Association of Plan Advisors (NAPA) to the 2015, 2016 and 2017 Top Woman Advisor list.
LPL Registered Administrative Associate- AIF®
Gina Buchholz brings over 20 years of retirement plan experience to our team. After graduating from the University of Iowa with a B.S. in Finance, Gina began her career as a 401(k) sales and service representative and later worked at an advisory firm. She joined 401(k) Plan Professionals in September of 2017. Gina is Series 7 and 63 licensed (registration held through LPL Financial) and has an AIF® designation. Gina works closely with our plan sponsor clients to oversee and help service their retirement plans, including plan design consulting, investment due diligence, investment research and employee assistance and education. In 2015, Gina was named by the National Association of Plan Advisors (NAPA) to the Top Woman Advisor List.
She is also a volunteer for Best Prep, a nonprofit organization with a mission to increase financial literacy for Minnesota middle school and high school students.
Gina lives in Chanhassen with her husband and two children.
Kristen Karlin is the Director of Marketing for 401 (k) Plan Professionals and joined the team in September of 2017. She interned with our team while attending the Carlson School of Management at the University of Minnesota where she graduated with a degree in Finance and a minor in Spanish in 2011. Communication and marketing have been passions of Kristen’s since she can remember and she is thrilled to be part of the team once again.
When she is not working with our advisors, Kristen teaches yoga and meditation to private clients, business leaders and their employees, and anybody who wants to deepen their connection to themself.
Kristen lives in her favorite part of the cities -- Uptown, Minneapolis next to the Lake of the Isles with her dog, Lupe.