With over 16 years of experience in the financial services industry, Jessica helps individuals and families make confident, informed decisions about their financial lives. Her goal is to provide clarity, compassion, and practical guidance so every client can feel secure about the future they’re building.
Jessica takes time to understand each client’s story, values, and goals before creating a personalized strategy designed to align their financial decisions with their broader life vision. Whether clients are building wealth, navigating transitions, or preparing for what’s ahead, she’s committed to being a steady, trusted partner through every stage of life.
Her passion for this work is deeply personal. Raised by her grandparents, Jessica saw how life’s unexpected challenges can impact even the most diligent savers. That experience inspired her to make financial planning her life’s work—helping others prepare for uncertainty and protect the people and priorities they cherish.
Since beginning her career in 2009, Jessica has earned her Series 7 and 66 licenses along with the Certified in Long-Term Care (CLTC®) designation. She was recognized among the Top Women Financial Advisors in both 2022 and 2024 for her commitment to excellence and client care. Before entering the financial industry, she worked as a Registered Dental Assistant in a high-end practice—an experience that strengthened her attention to detail, professionalism, and ability to build trust.
Areas of specialization include:
- Investment Management & Portfolio Allocation
- Tax Efficient Investing & Cash Flow Management
- Retirement Income & Distribution Planning
- Estate Planning & Wealth Transfer Strategies
- Healthcare Expense & Long- Term Care Strategies
- Insurance Consulting & Risk Management
A lifelong Tennessee resident, Jessica is a proud mom of four beautiful daughters and is deeply rooted in her community. Outside the office, she enjoys traveling, fitness and yoga, gardening, and exploring the outdoors. She’s passionate about animal rescue and finds joy in quiet moments birdwatching with her youngest daughter, as well as celebrating life’s simple moments with her family.