How I can help you:

My mission is to be able to help independent offices help their clients with all of their financial planning needs. Every day my focus is to better assist independent offices by helping them get more done, in less time so they can better serve their clients.

What makes me knowledgeable:

I have been in the Customer Service industry for about 10 years & in the Finance industry for 3 years. This experience has given me the tools necessary to service my independent offices & their clients graciously. I am continuously going through different trainings to help me gain more knowledge & stay up to date on all things finance.

Getting to know me:

I was born & raised in a small town in Southeast Iowa & I currently reside just 10 minutes from my hometown with my significant other, Jonathan. When I’m not in the office you can find me at the local go-kart tracks as the “crew chief” for MRC Racing, cuddling up with my two kitties, baking anything sweet, or just enjoying time outdoors!

“Jessi is an LPL employee and is part of the Admin Solutions program that supports multiple advisor’s businesses.”