With a 20-year career in the investment and finance industries, Jessica is a self-proclaimed finance wizard. She is a Certified Financial Planner (CFPⓇ) and a Certified Private Wealth Advisor (CPWAⓇ) with loads of client experience, having co-managed portfolios ranging from $50K to $250MM+. Jessica has a passion for serving YOU, our non-finance-speaking friends who just want their messy financial plans organized. Or at least digestible! She’s a bit of a geek, and loves smart fintech tools that improve efficiency and accessibility. Previously, Jessica spent 10+ years at Plante Moran Financial Advisors, four years at MacGregor Associates Chicago and five years at boutique Pointe Capital Management. She has an MBA from Loyola University Chicago, Quinlan School of Business and an undergraduate degree from the University of Michigan.
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