Simplified Financial Advice.

Meet Jessica

Jessica is originally from Grapevine, TX but now lives in Burleson with her husband Cody and daughter Amelia. Jessica graduated from Flagler College in St. Augustine, Florida in 2010 with her BA in Communications.

After graduating, Jessica worked at a large financial investment firm for 2.5 years with a specialty in company sponsored 401(k)s, pensions, and non-qualified retirement plans. Since joining the team in 2019, Jessica has assisted with preparing the advisors for client meetings. She also prepares paperwork for new accounts, updates our financial planning portals, and helps with client questions. She enjoys music, art, traveling around Texas trying barbecue, and spending time with her family.