Account Vice President
Financial Advisor
Prior to joining Wert Wealth Management as a Financial Advisor in 2014, Jessica N. Wert was employed as a Certified Public Accountant (CPA) with Deloitte & Touche in Phoenix, Arizona. Jessica's experience as a CPA has included assisting in the performance of annual financial statement audits, internal control audits, and quarterly reviews of both public and private institutions.
As a Financial Advisor and Portfolio Manager with Wert Wealth Management, Jessica focuses on client service and relationships, social security strategies, college savings, life insurance reviews, and long term care planning. In 2018, Jessica obtained her Certified Financial Planner (CFP) credential.
Jessica holds both a Bachelor of Science and Master of Accountancy from Arizona State University. As a native resident of Mesa, AZ, Jessica has been an active member within the community. She spent a number of years as a volunteer with East Valley Women's League and has served in leadership roles involving the organization's largest charitable project, The Cinderella Affair. For the 2017/2018 year, Jessica served as a Board Member and Fundraising Chair with East Valley Women's League. Jessica has also served several years on the Valley Life Gala Planning Committee for the annual "Legacy of Love" Gala.
When not at work, Jessica enjoys spending time with her husband (Caleb), daughter (Blakely - 5), son (Wyatt - 2), and two dogs.
Areas of Focus:
Current Licenses: Series 7 and Series 66 as well as Health Insurance, Life Insurance, and Variable Annuity Licenses
CA Insurance Lic. #: 4192830
Education
Credentials
Let's connect
Account Vice President
Financial Advisor
Prior to joining Wert Wealth Management as a Financial Advisor in 2014, Jessica N. Wert was employed as a Certified Public Accountant (CPA) with Deloitte & Touche in Phoenix, Arizona. Jessica's experience as a CPA has included assisting in the performance of annual financial statement audits, internal control audits, and quarterly reviews of both public and private institutions.
As a Financial Advisor and Portfolio Manager with Wert Wealth Management, Jessica focuses on client service and relationships, social security strategies, college savings, life insurance reviews, and long term care planning. In 2018, Jessica obtained her Certified Financial Planner (CFP) credential.
Jessica holds both a Bachelor of Science and Master of Accountancy from Arizona State University. As a native resident of Mesa, AZ, Jessica has been an active member within the community. She spent a number of years as a volunteer with East Valley Women's League and has served in leadership roles involving the organization's largest charitable project, The Cinderella Affair. For the 2017/2018 year, Jessica served as a Board Member and Fundraising Chair with East Valley Women's League. Jessica has also served several years on the Valley Life Gala Planning Committee for the annual "Legacy of Love" Gala.
When not at work, Jessica enjoys spending time with her husband (Caleb), daughter (Blakely - 5), son (Wyatt - 2), and two dogs.
Areas of Focus:
Current Licenses: Series 7 and Series 66 as well as Health Insurance, Life Insurance, and Variable Annuity Licenses
CA Insurance Lic. #: 4192830
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
As a First Vice President - Wealth Management and Senior Portfolio Manager, Todd R. Wert has more than 30 years of expertise in providing comprehensive wealth management, financial planning, and portfolio management services to his clients. Todd's practice focuses on providing customized plans and solutions to help clients achieve their individual and unique financial needs and goals. Through his in-depth understanding of the planning process, Todd is able to create both tax efficient and multigenerational strategies in the wealth accumulation and asset distribution phases of the investing lifecycle.
Todd is a graduate of the University of North Dakota and holds an MBA with a Finance concentration from Arizona State University. Todd and his wife of 34 years reside in Mesa, AZ with their two German Shorthaired Pointers, Millie and LeDoux. Todd enjoys spending time in Northern Arizona with his wife (Beth), daughter (Jessica), son (Christopher), and four grandchildren. Over the past several years, Todd has renewed his love of motorcycles and can be found out "cruising" on weekends.
Areas of Focus:
Current Licenses: Series 7, Series 63, and Series 65 licenses in addition to the Life Insurance and Variable Annuity Licenses.
CA Insurance License Number: 0B87649
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
As a First Vice President - Wealth Management and Senior Portfolio Manager, Todd R. Wert has more than 30 years of expertise in providing comprehensive wealth management, financial planning, and portfolio management services to his clients. Todd's practice focuses on providing customized plans and solutions to help clients achieve their individual and unique financial needs and goals. Through his in-depth understanding of the planning process, Todd is able to create both tax efficient and multigenerational strategies in the wealth accumulation and asset distribution phases of the investing lifecycle.
Todd is a graduate of the University of North Dakota and holds an MBA with a Finance concentration from Arizona State University. Todd and his wife of 34 years reside in Mesa, AZ with their two German Shorthaired Pointers, Millie and LeDoux. Todd enjoys spending time in Northern Arizona with his wife (Beth), daughter (Jessica), son (Christopher), and four grandchildren. Over the past several years, Todd has renewed his love of motorcycles and can be found out "cruising" on weekends.
Areas of Focus:
Current Licenses: Series 7, Series 63, and Series 65 licenses in addition to the Life Insurance and Variable Annuity Licenses.
CA Insurance License Number: 0B87649
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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