In today's episode, we're thrilled to welcome Jessica, a seasoned Wealth Advisor and Portfolio Manager with a profound dedication to empowering women through financial education. With over a decade of experience since 2008, Jessica has honed her skills in strategic wealth planning, specializing in serving business owners, executives, and professionals.
Jessica's approach is nothing short of personal and comprehensive, as she delves deep into understanding her clients' unique needs and crafting tailored solutions encompassing insurance, financial planning, investment management, and tax strategies.
Beyond her impressive credentials including CIM and PFP designations, Jessica is also licensed in life, disability, and accident insurance. Her commitment to teaching and mentoring shines through, as she passionately advocates for financial literacy to empower women.
Outside her professional realm, Jessica actively contributes to the Sidney Business Improvement Association Board and treasures moments spent with her family. Get ready to be inspired by Jessica's profound insights on wealth management and her unwavering dedication to championing women in finance. Welcome to the show, Jessica! 🎙️💼 #WealthManagement #EmpoweringWomen #FinancialEducation