Team » Team » Jessica


Co-Director of Client Services

In order to serve our clients in the most efficient manner possible, Jessica serves as a main point of contact for a segment of our client base. Jessica seamlessly helps you as soon as you join our family by opening and transferring new accounts under her careful guidance. You will feel at complete ease as Jessica assists you with the initial process, keeping you updated every step of the way. Once your accounts have been established, Jessica continues to serve as your “concierge,” helping you do things like filling out paperwork, transferring funds and answering any questions you may have about your accounts. 

As the proud mother of two boys, Jessica keeps busy with all of their sports activities. In her spare time outside of sports, she enjoys reading, riding bikes and spending time with her children.

Phone: 517-435-4035