Hi! I’m Jessica, and I’m your financial jedi (without the midichlorians).
One thing we know about money is that it is stressful. Lucky for you, I’ve been training for this for a long time. Like Yoda lifting Luke’s X-Wing out of the swamps of Dagobah, I’m here to raise you up and help you make the most of your journey.
Whether you’re a tech worker who’s just received RSUs for the first time, or a sex worker who finally went viral after months of hard work, you’ve found the right place. I do this work because I believe everyone deserves quality financial planning.
I started in the financial planning industry in 2013 and learned my craft working at both large and small firms. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2018, and my Enrolled Agent credential in 2022. I have a wealth of experience helping clients in all stages of their lives, from right out of college to well into retirement. I’m a member of the XY Planning Network, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.
I run, slowly and for long distances (3 marathons so far and dozens of half marathons). I received my Bachelor’s Degree in Classics & Ancient Mediterranean Studies from Penn State University. I could spend all day discussing Star Wars, Marvel, and Tolkien mythology but sadly I can’t get paid for that – yet. I also enjoy reading, baking, collecting fossils, and trying to keep my various plants alive.
Jess in the Press
- These savings accounts earn a 1,600% higher interest rate than traditional ones – CNBC Make It
- An advisor who zooms in on Only Fans stars – Jessica profiled on Investment News
- Top money tips from financial planners @ Acorns
- RIA Intel Awards – Jessica nominated for Client Advocate of the Year
- Tax election options for RSUs @ SmartMNE