You know the type of person who can make a friend with anyone? That’s Jessica. She is genuinely interested in learning from others and hearing their stories, which is an amazing quality – especially in a Wealth Coach!
Jessica joins the Evexia Wealth team after extensive experience working with high net worth clients. She knows all about investments portfolios and how to dig into a performance report. At Evexia, Jessica blends her technical knowledge with the elements of personal financial planning. As a Wealth Coach, Jessica meets with clients to partner with them on their Client Journey and in understanding their Evexia portfolios.
Jessica’s favorite part of being a Wealth Coach is hearing client stories – really understanding the experiences that have brought them to where they are today. She knows that investment and financial planning decisions are deeply personal. With that awareness, she’s honored to be a part of the conversation and process. She’s a terrific listener and you can be sure that she is paying close attention to make sure that each client’s plan is customized to their unique needs and goals. She is passionate about providing clients with confidence, knowing that they have a financial plan that allows them to have monumental life experiences and adventures.
When Jessica isn’t meeting with clients, you might find her in her garden, enjoying the beauty of nature. She loves to spend time with her family and is actively involved in her community. Jessica and her family live near Portland, Oregon.Back to Full Team »