“Many of my smiles come from the work we do every day for our clients.”
As a professional in human resources, Jessica’s passion for helping people was realized long before joining the financial services industry. She supports our client relationships by building rapport, anticipating and understanding their needs, and delivering top-notch services. We turn to her for strategic planning, community engagement, and business services beyond wealth management. She is a Certified Human Resources Specialist and is currently undertaking courses to become a CERTIFIED FINANCIAL PLANNER®professional.
When she’s not at work, she lets her creative side take over. She is often cooking and trying new foods, tackling home renovations, writing, or mapping out her next project. She has always been a goal-oriented person, and her goal is to focus on what really matters to us – our clients.
Hidden Talent: Interior Design