Jessica has worked alongside Steve and Mike since 2007. She focuses on financial planning and especially appreciates an opportunity to teach women the importance of investing. Jessica also assists in developing investment portfolios that are distinctive and customizable to each client. She values the relationships that are formed through the financial planning process and enjoys helping clients succeed in attaining their goals.
Jessica has her bachelor’s degree in business administration from Central Michigan University and holds her Series 7, and 66 securities licenses, as well as health and life insurance licenses. She has also earned her Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning.
Jessica and her husband, Ken, live in North Muskegon where their children attend school and are very active in sports and music programs. Jessica also volunteers on the committee for the Black Tie for the Y event, which supports the LIVESTRONG with the Muskegon YMCA for cancer survivors.
