Keep on track with the right financial advice

For over 29 years Jessica has worked in concert with her clients to design financial strategies targeted to their goals and to demystify the investment process. Through highly personalized service, she learns what her clients want for their lives and employs a rigorous process to find the investment vehicles that align with their specific needs. Working primarily with families, small-business owners and individuals, Jessica uses her experience to guide her clients in strategies for estate planning, retirement and college savings, and she can provide knowledgeable advice for lending services and philanthropic initiatives. She is able to identify the resources that will be key to addressing clients’ objectives and navigate the extensive UBS offerings on their behalf. She is an Endowment and Foundation Consultant as well as a Certified Exit Planning Analyst.

Jessica lives in Henderson, Nevada, with her husband, David, and children, Sarah and Adam. David is an OB/GYN, which gives Jessica personal insight into the unique financial issues of physicians’ families. Sarah is currently working toward an M.B.A. at Chapman University, and Adam starts college in the fall at Concordia University Irvine, where he will play on the men’s tennis team. Tennis is a big part of her family’s life, and they are involved with a foundation that helps support tennis scholarships that teach children about hard work, perseverance, sportsmanship and other life skills through tennis. In her free time, Jessica enjoys traveling, cooking, reading, working out, practicing yoga and watching her son play tennis. She is active in many nonprofit organizations, including Clark County Medical Society Alliance, where she has served on the Board of Directors in many roles including President. She recently joined the National Association of Women Business Owners.

Jessica holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0H56279)