Director of Operations and Acquisitions
Jessica Koch is a Director of Operations and Acquisitions who works closely with financial advisors and support staff to ensure that day-to-day operations run smoothly. Also, she coordinates the advisor’s transition to Wealth Distribution Strategies. She realizes that every practice is different; therefore, every transition plan will be adjusted to the advisor’s needs.
Jessica holds a Bachelor of Science degree in Business Administration with an emphasis in Business Management and Human Resources from Lakeland College. She has FINRA Series 6, 7, and 63 licenses and is insurance licensed in Wisconsin.
Jessica resides in Verona with her husband Brian and their two children, Clayton (2008) and Kendall (2010). She enjoys woodworking, crafting, and spending time outdoors doing activities such as camping, hiking, and swimming.