Hi, I’m Jessica!

Originally from a small town in Ohio, I now call North Carolina home. I graduated from Miami University in Oxford, Ohio with a degree in Education. Toward the end of college, I took a position as an assistant for a Financial Planner—and quickly discovered a passion for helping people understand the importance of budgeting, saving, and investing.

After graduation, I spent two years in financial services before transitioning to teaching in an inner-city school for four years. When I moved away from my hometown and married my high school sweetheart—an Army Special Forces operator—I knew I wanted a career that allowed more flexibility, especially as we started our family.

That’s when I found my way back to the financial industry, this time supporting advisors virtually. It reignited my love for working with clients and helping them feel confident in their financial decisions.

Outside of work, I enjoy spending time outdoors with my family taking short hikes, swimming, or simply being together. In quieter moments, I love to read and craft.