Vice President, Investment Operations and Performance
Jessica received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently hold FINRA Series 7 and 66 security licenses.
She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.
Outside of work, Jessica soaks up every second she can with her husband Terrance and their three amazing children, Wyatt, Jacob, and Adalynn.
Getting To Know Jessica
Favorite Food: Steak
Best piece of financial advice Jessica received: Pay yourself first
Favorite quote: “If you want to bring happiness to the whole world, go home and love your family” – Mother Teresa
If Jessica could meet anyone, past or present, it would be: Jesus
Favorite movie or TV show: Shark Tank and anything on Bravo
What motivates Jessica: Doing the best she can every day to help others succeed.
Favorite holiday: Christmas, Easter, and Valentine’s Day.
Place Jessica would most like to visit: Alaska
Biggest accomplishment: Raising her three kids