Jessica is a Certified Private Wealth Advisor® with 20 years of investment management experience. She serves families by providing highly customized financial plans & investment advisory services and her CPWA® designation broadens her expertise into more complex planning areas such as tax planning, charitable strategies, and wealth transfer. Jessica loves the challenge of connecting the dots in a client’s financial life to maximize their financial future.
“Wealth is not about having a lot of money, it’s about having the freedom to make choices and to contribute to what is most meaningful in your life”
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