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.
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Forbes list of Top Best-in-State Women Wealth Advisors
Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands...
Making a nonfamily successor the head of the family business
For family-owned businesses, the dream is often for the next generation to take up the reins and continue the legacy. After all, your business likely represents a significant part of your family wealth, but it’s likely the most significant gain may come when the business is...
Charitably minded investors can satisfy RMDs with QCDs
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding...