Jessica earned her Bachelor of Business Administration from Texas State University and later received her Master of Business Administration from Tarleton State University.
She is a CERTIFIED FINANCIAL PLANNER™ professional, Investment Advisor Representative, holder of the Series 65 securities license, and is licensed in Life, Accident, and Health Insurance.
With a background in financial planning and tax preparation, Jessica specializes in helping clients bring all aspects of their financial lives together. Her work focuses on retirement planning, retirement income strategies, tax planning, investment management, insurance analysis, and navigating major life transitions. She is passionate about helping clients simplify complex financial decisions so they can move forward with greater confidence and purpose.
Jessica believes financial planning is about more than numbers. It is about understanding what matters most to each client and creating a plan that supports their goals, values, and vision for the future. She is known for her attention to detail, practical guidance, and genuine care for the people she serves.
Jessica has been married to her high school sweetheart for more than 27 years. Together, they have three sons and enjoy spending time with family, serving in their community, and making memories together.