Jessica joined our team in March of 2023. She has an extensive background in retail management. She most recently worked as a customer relationship advocate at Fidelity Investments, where she acquired her Series 7 and Series 63 licenses.
Jessica’s primary responsibilities include setting up new client accounts, client account inquiries, and administrative duties supporting Shelly, Byron, and Kathy.
Jessica has two cats, and she enjoys spending time with her family, going to the movies, reading, and crocheting.