Client Services Advisor
Jessica’s primary role is to collaborate with a team of advisors to ensure client’s needs are met, while also providing support to the Worth Advisors team. In many instances, Jessica is the primary point of contact for clients.
Jessica has worked in the insurance, banking and financial services industry since 2007. During this time, she has served as the coordinator and sales assistant to various financial advisors. She brings with her over 15 years of experience in insurance, accounting, and finance.
Originally from New Cumberland, West Virginia, Jessica received her undergraduate degree in Business Management from West Liberty University (West Liberty, West Virginia). She has her Series 66 and 7 certifications along with her Life and Health Insurance License.
She enjoys spending her free time exploring nature and relaxing with family, neighbors, and friends. Her mission is to enrich the lives of clients through exceptional service and increase their overall financial intelligence.