Jessie began her career in the financial service industry in 2014. She later teamed up with her father, Bob, and serves as a financial planner with the firm. She holds her Series 7 and Series 66 securities licenses and is also licensed in Life & Health insurance and Annuities.
Jessie is passionate about building relationships and using her role as a financial planner to help enrich clients’ lives. She prioritizes listening to their needs, dreams, and goals to build a practical financial strategy.
Outside of the office Jessie enjoys spending time with her new son Cody and husband, Trevor. She also volunteers at her church and enjoys lifting weights