Client Testimonial

We have been clients of Jessica for seven years, and over that period of time she has provided invaluable advice. In those years, we were preparing for college for our four children, as well as undergoing a series of professional changes, including a move to Texas. She has been particularly helpful in meeting our insurance needs in guiding us on which investment vehicles to prioritize, providing us with a sense of security for our future. We are confident with Jessica overseeing our investment portfolio and financial plan, and feel that with her guidance, we are in a good position as we move closer to retirement."

Maureen Lawrence, Client

Client Testimonial

I’m pleased to share with others about Jessica’s professional knowledge but also want to thank and recognize her for the valuable community work she has consistently and unselfishly committed to on behalf of where she lives, works, and plays. Her values, character, professionalism, credibility, and trustworthiness were important to me in choosing an agent of my future, and Jessica more than exceeded my expectations. I chose Jessica as my financial planner for a couple of reasons. First and foremost is the way she verbally articulate information backed up with clear and concise personalized financial figures. She helped me understand the pieces that I need to have in place to meet my retirement income needs. I have worked with a number of advisors, and her knowledge and mastery of an often complicated and confusing process was by far the best I have come across. After each meeting, I felt understood both the strengths of the choices I made and where there were risks. Second, her enthusiasm and commitment to her community are long-standing. I’ve known her for 12 years, and she puts not only her time and expertise to work for children, education, and music, but gives generously to those nonprofits annually who work to promote those community gifts.

Cary Stiff, Client | Co-Founder, Clearwater Jazz Holiday
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.