Jessica is joining us as we continue to grow, and she will be working with Arkagos in an operational capacity as well as becoming our next associate advisor. She graduated Summa Cum Laude from the University of Georgia with a bachelor’s degree in business administration and finance, and currently is working to complete her Series 65 as the first step in becoming a financial advisor with the registration of Investment Advisor Representative.
Jessica brings with her a strong background from the insurance industry along with a zeal to learn the formal financial planning processes and applications integral to providing holistic financial planning and investment advisory services to clients here at the firm.
Originally from Finland and having grown up here in the States, her background and experiences are broad and abundant. She currently resides in Southlake, Texas and enjoys cooking, traveling and spending time with family. You will see her frequently copied on communication pieces along with responding directly to client inquiries and requests.