Jess is driven to create a win-win partnership culture for financial advisors in which they can grow efficient practices to scale and build relationship-focused client service models. Her respect for overall portfolio alpha derived through comprehensive financial planning serves as catalyst for her passion to help RIAs identify opportunistic areas in which they can deliver value for their investors.
Her background in CrossFit, Olympic Weightlifting, and Nutrition coaching provides a framework for teaching and supporting the long-term effects of a methodical, evidence-based, disciplined approach. Jess has a Bachelor of Science in Psychology from Berry College, holds a CrossFit-L1 certification, and has Series 7, 65 & 63 licenses. She is a Retirement Income Certified Professional (RICP®) and a Certified Financial Planner (CFP®).
Currently residing in Augusta, GA, Jess and her husband are raising two strong little ladies. When she’s not out looking for adventures and opportunities to make memories with her people, you’ll most likely find her in the gym lifting something heavy.