Meet Jessica


Jessica is instrumental in assisting clients in updating client personal and financial data. Her main responsibilities include preparing paperwork and opening new accounts. Jessica is also a recent graduate of Oakland University, where she completed a dual Bachelor of Science degree in Accounting and Finance. Jessica currently holds her Series 7 registration through Cetera Advisor Networks.

Jessica grew up in the Sterling Heights area and now lives in Clinton Township with her English Bulldog Daisy.  When away from the office, she enjoys a fit and active lifestyle. She spends her time attending various fitness classes and enjoys cooking. Jessica is also a Licensed MixxedFit® Instructor and a Licensed Zumba® Instructor. 


Favorite movie:

The Incredibles

Favorite holiday:


Place you’d most like to visit: