Retirement Hall of Fame
Julia & Paul
09/27/2024*
Our daughter recommended we talk with Jessica after we sold our home of 28 years. Jessica listened to our dreams for the future. Of course we wanted financial well-being, but we also wanted to travel more and make the most of our snowbird lifestyle. Thanks to Jessica’s suggestions, guidance, and updates, we are feeling comfortable and confident! We couldn’t be more pleased.
Chris & Mike
10/20/2024*
Jessica’s sound financial guidance put us on a pathway to be confident in our financial well-being.
Julie
09/24/2024*
Because of Jessica, I feel confident about my future. She has helped me build a strategy for maintaining my lifestyle confidently. I am now enjoying my retirement years!
Jim & Karyl
09/27/2024*
I first met Jessica about 12 years ago. During our first meeting, I quickly observed that she really knew her stuff. She explained that we would meet regularly to review my strategy to keep me on track for my goals. I knew right away that I wanted Jessica on my team. Today, I feel blessed to have her advice and counsel. I recommend her to everybody I can.
Ernie & Sue
10/16/2024*
We have been Jessica’s clients since 2012. During our initial meeting, she spent time getting to know us personally and understanding our retirement goals. She took the time to learn our risk levels and developed an investment strategy that we were both comfortable with. Jessica meets with us at least annually to review our investment accounts, provide a detailed portfolio summary, and a financial plan detailing our retirement income for the rest of our lives. Jessica is extremely knowledgeable about investment strategies and vehicles. Her guidance helped us achieve an earlier retirement date than we previously thought possible. We would highly recommend Jessica as a financial planner to our friends and family.
Joe & Vivian
10/23/2024*
Several years ago, we decided that some of our financial choices needed adjustment. We were looking for a financial advisor who could serve as a fiduciary in advisory relationships to review our retirement choices- an individual who had the credentials and the experience; someone who was level-headed and was a good communicator. We wanted someone who would bring an objective perspective to our investment choices. We found Jessica to be knowledgeable, personable, empathetic and very competent. She made a concerted effort to learn what our goals were for the future of our finances. Jessica asked questions regarding our risk tolerance, our investment background and our attitudes with regard to investing. Guided by Jessica, we navigated confidently through the Covid years and beyond.
Adrienne & Kevin
06/30/2025*
Working with Jessica has been one of the best decisions we’ve ever made. From the very start, she took the time to understand our goals, concerns, and dreams for the future. Thanks to her expert guidance, we were able to create a clear, realistic plan that put retirement within our reach -something we once thought was out of the question.
One of the most valuable parts of the process was how she helped us build a practical spending budget. She walked us through every detail of our expenses and income, and helped us prioritize what mattered most. With her help, we developed a sustainable budget that balanced our lifestyle today with our plans for tomorrow. Having that clarity gave us so much confidence moving forward.
She brought not only deep knowledge and thoughtful strategies, but also patience and reassurance every step of the way. We always felt heard and supported, and we never doubted that she had our best interests at heart. Today, as we enjoy this new chapter of our lives, we are profoundly grateful for the financial confidence she helped us achieve.
If you are looking for a financial planner who is knowledgeable, trustworthy, and genuinely committed to helping you reach your goals, we wholeheartedly recommend Jessica.
Ana & David
10/21/2024*
I retired last year after many years of working as a veterinarian and college instructor. Thanks to nearly 10 years of Jessica’ guidance, I knew what my financial options and resources were. That gave us real confidence. Jessica is always available to listen, help with planning, and give personalized guidance. When David is ready to retire, we know Jessica will make sure we’re financially ready again too.
Debby
11/5/2024*
My son and daughter-in-law referred me to Jessica and ever since then she has been "my girl" when referring her to my friends that will soon be retiring. She is always there if you have questions or concerns, and I appreciate her very much.
Jay
10/14/2024*
Before I met Jessica, I had unorganized, scattered investments in multiple accounts across multiple companies. Jessica organized this mess, making it easy to understand and see in one place. She also helped me plan for my future long-term care needs. I appreciate that she is available to help anytime, and always makes sure we conduct a formal review of my strategy at least annually. The review includes testing my strategy against various market scenarios to help me feel confident. With her help, I feel comfortable going on trips and enjoying my retirement years.
Ruth**
