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.
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In 2017, federal tax legislation changed how...
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering of assets within a generation. There is a good reason to be concerned: 70% of family...
Pay off debt with a plan in mind
If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of debt, the...