Director of Business Transitions
Jessica has been in the financial services industry for 15 years. In the winter of 2021, she brought her experience to Wealth Distribution Strategies. In her role as the Director of Business Transitions, she will ensure that each advisor’s transition transpires smoothly. Jessica realizes that every practice is different, therefore every transition plan will be adjusted to the needs of the advisor. She would like to get to know you, your staff, and the way your business is run to strategically assist in making your transition at the right time for you and your practice.
Jessica graduated in May of 2020 from Lakeland College where she earned a Bachelor of Science degree in Business Administration with an emphasis in Business Management and Human Resources. She comes to WDS with her insurance and securities license.
Jessica married her husband Brian in 2006 and they have two children, Clayton (2008) and Kendall (2010). Outside of WDS, Jessica is a Girl Scout leader and volunteers at her children’s schools. Most weekends, you will find Jessica’s family at gymnastics meets or karate tournaments. She enjoys woodworking, crafting, spending time outdoors doing activities such as hiking, swimming and fishing.