Being Warren's daughter, Jessica has finance in her soul. Jessica's passion for wealth management started as a child, saving in her piggy bank to the point where counting her coins was her favorite weekly activity. After acing her very first finance class at Lehigh University in 2001, Jessica knew that finance was the path for her. Following graduation with a degree in Finance, Jessica went on to work on Wall Street at the prominent global investment bank, Deutsche Bank.
Following the birth of her two daughters, Julia and Emma, Jessica realized there was a lack of financial guidance that existed among her peer group of young professionals and young families. With this, Jessica set forward a new path in her financial career by partnering with her dad, Warren, to expand the firm to not only help established individuals and businesses but to also to provide the same services to a new generation of hard working individuals planning for major life expenses including college and retirement.
When not in the office, Jessica can be found volunteering at her children's schools. She also enjoys eating lots of sushi with her husband Brian, jogging, baking and spending time with her family and friends.
Jessica holds a FINRA Series 7 and 66 securities registration through Commonwealth Financial Network®. She is a Registered Investment Adviser Representative of Commonwealth Financial Network®.