Jessica’s mission is to provide individuals and business owners with strategic financial guidance that delivers clarity, confidence, and long-term financial security. Drawing on more than thirty years of experience in the financial services industry, she specializes in supporting clients through complex life transitions, including retirement, divorce, and the loss of a spouse—by delivering disciplined planning, informed decision-making, and tailored solutions. She is committed to helping clients protect, grow, and manage their wealth so they can achieve financial independence and stability at every stage of life.

Specialties:

· Financial Portfolio Analysis and Design

· Investment Planning

· Retirement Planning

· Estate Planning

· Business Succession Planning

· Risk Management Strategies

      ·  Life Insurance

       · Disability Income Insurance

       · Long Term Care Insurance

· Financial Issues of Divorce

· Financial Services