Jessie brings over eight years of management experience helping senior citizens navigate and map out their retirement. She holds a Bachelor's of Science in Business Management degree from Clemson University and a Master's in Healthcare Administration degree from the University of North Carolina - Charlotte.
Having worked in a leadership role in senior living, Jessie is passionate about helping our clients achieve their goals through personal finance to secure their future. Jessie lives in Charleston, SC, with her family.
Jessie’s role is to help with the many day to day duties of running a compliant fee-only financial services firm continuing a high service level while efficiently employing the best technology. We want your client experience to be exceptional and a professional client relationship manager will assure continued concierge and personal service.
Other team members without direct client contact include Mark, Brian, Kitrina, and Renee.
We look forward to serving you.