Jessica is partner, financial advisor, and insurance specialist at our firm. Her constant energy, positivity, and innovative ideas drive us forward as a firm daily. With over 10 years of experience as a licensed advisor, she strives to help her clients worry less about their finances and focus more on their passions.
She hopes to eliminate stereotypes about the level of wealth required to work with a financial advisor and encourage people to reach out to her, so she can help them implement strategies to build and protect their assets.
Jessica holds her Series 7 and 66 securities registrations and Insurance licenses. She is licensed in Life/Health/Property/Casualty to ensure clients are protected from all angles. Jessica lives with her husband, four children, and dog Rose. She loves to work out, watch football, travel, and spend as much time outside as possible with her family.