Through her role in Client Services, Jessa is proud that she gets to make a difference in people's lives while helping advisors accomplish clients' wealth and retirement goals.
Fun Facts about Jessa:
- Is a certified Equine Assisted Learning coach, which enables her to work with children and adults with learning disabilities and PTSD
- Has fostered over 27 dogs and serves on the board for a local animal rescue
- Always finds a way to be outside, whether it is fishing, camping, dirt biking, or horseback riding
- Grew up playing Yahtzee
“Being part of a team that focuses on building trust with our clients while helping them reach their goals makes me proud to work here.”