Jessica’s career in personal finance began in 1999 working for Lee Rosenberg as a Client Services Manager. It was in that role that she developed her ability to help people organize their financial life. She enjoys helping clients understand how their investment strategies coordinate with ensuring their financial security.
Working alongside the planning team at American Investment Planners for over 20 years, Jessica’s knowledge of our clients’ long term financial planning implementation strategies is a welcome voice when being called upon with every aspect of client servicing. “I’m a problem solver by nature,” Jessica said. “It is always a great feeling to be able to pinpoint where to take a client’s required minimum distribution from their investment portfolio, or how their income stream meets their cash flow needs.”
As a financial advisor, Jessica is excited about introducing clients to our investment advisory platform. “My priority is to integrate the client’s financial objectives with a customized, managed portfolio in a seamless fashion. Asset managed portfolios can be appropriate for active traders or those who seek an added layer of protection for their investments.”
Jessica brings a great level of enthusiasm and integrity to the financial planning process. She is confident that clients will appreciate her great attention to details and her personal interest in their financial well being.
In her spare time, Jessica is a great patron of the arts, particularly theatre and live musical events. She lives in Hewlett with her fiancee, Brian and their dog, Maceo.