Jessie began her career in the financial services industry in 2014. In 2019, she joined forces with her father, Bob, continuing the family legacy as a financial advisor and CERTIFIED FINANCIAL PLANNER® professional.
Jessie values building meaningful relationships and helping people navigate their financial lives with confidence. Her ability to simplify complex concepts and provide practical, thoughtful guidance creates a supportive experience for clients as they work toward long-term financial goals.
Outside the office, Jessie enjoys spending time with her husband, Trevor, and their two sons, Payton and Cody. She loves hiking in the mountains, lifting weights, and serving in student ministry at her church.