Jess is a fitness-coach-turned-financial-coach passionate about helping women* build financial confidence and independence so they can accomplish their goals and build a legacy for their family.
Jess works with both single women and couples who believe that all people, regardless of their gender, should be equipped with the knowledge and confidence to make decisions that secure their financial future. As an agent, Jess helps her clients:
- Define their Life Goals
- Set up a Budget & Manage Cash Flow
- Grow & Protect their Assets
- Understand Investment Concepts & Strategies
- Implement Smart Financial Decisions
- Retire with Confidence
- Build their Legacy & Successfully Transfer Wealth to the Next Generation
When she isn’t meeting with women at her office, you’ll likely find Jess hanging out with her family (would you be surprised to hear she’s a #girlmom?), working out with a barbell, or planning her next move to take over the world (with a group of awesome ladies, of course!).
Women represent 51% of the population, half of the work force, and yet still earn an average of only 81 cents on the dollar compared to men. Additionally, they are less likely to be hired for management positions and more likely to be the primary caregiver for their children and aging parents. This squeeze of time and resources dedicated to their careers leads to less retirement security and financial confidence, even though women statistically outlive men by seven or more years. Jess’ mission is to close the gender gap in wealth by empowering women to be more aggressive investors and giving them the tools and resources they need to independently manage their money with confidence.
Registered Representative and Financial Advisor of Park Avenue Securities