Jessica joined our team in 2019 and her goal is to provide exceptional client service in the office, on the phone and via electronic communication. Jessica handles daily operations for our team and thrives on order and getting things done efficiently and exceeding the expectations of clients, prospects, and staff.
Jessica is the first impression of the office as she greets clients with a warm smile and sunshine personality. Jessica has a gift for making everyone who walks through the door feel special and gives them time to relax and feel loved. Jessica has the perfect balance of professionalism and friendship to welcome our clients.
Jessica grew up in Sharpsburg and has a passion for the outdoors, travel, spending time with family and friends.
LATEST
NEWS
Exciting News!
Joan F. Bowers has been named Best-in-State Top Women Wealth Advisor by Forbes! See the full 2024 rankings here: https://www.forbes.com/lists/best-in-state-women-advisors/?sh=2262cc761d11 The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook...
Retirement doesn’t have to mean leaving your career behind
More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce...
Protecting your business from the loss of a key contributor
Key person insurance can protect against losing a vital employee. Like many businesses, yours may also rely on someone for the majority of your earnings. This “someone” is often referred to as a key person because his or her knowledge, skillset or work contribution is...