Provide exceptional customer service to new and existing clients, including opening accounts, executing money and asset transfers, and completing other service requests in a timely and efficient manner.

Accredited Investment Fiduciary, AIF®
Chartered Retirement Plans Specialist, CRPS®
Retirement Income Certified Professional, RICP®

Sweet Briar College, BA, Theatre
Cedar Crest College, CPA Exam Certificate

Outside of her professional responsibilities, Jessica enjoys reading books, spending time with friends and is an avid traveler.