Tailored wealth management for your financial journey.
As an Associate Wealth Relationship Manager, Jessica partners with clients to achieve their financial goals through personalized wealth management solutions. She prioritizes building strong relationships to understand each client's unique financial situation and tailors her advice to meet their evolving needs. With a collaborative approach, Jessica develops comprehensive financial plans that align with her clients' values and long-term vision. She’s dedicated to guiding clients through all stages of life with expert, caring advice.
Experience
- Started working in the financial services industry in 1999
- Joined Johnson Financial Group in 2008
- Graduated with a bachelor’s degree in Consumer Science with a Personal Finance Concentration from University of Wisconsin – Madison
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Business Succession Planning
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Volunteer at children’s schools
- Volunteer at community sporting events
- Former treasurer of Gold Medal Wrestling Club
- Longtime resident of DeForest/Windsor