Jessica is the Director of Operations as well as an Investment Advisor Representative with Balanced Wealth Management. With over 20 years of corporate strategic and operational experience, Jessica brings her extensive knowledge and business acumen to the team by ensuring that Balanced Wealth Management runs as efficiently as possible. She oversees the day-to-day activities associated with onboarding new clients, managing internal workflows, and ensuring Balanced Wealth delivers on our clients’ expectations. In addition, Jessica is responsible for building our Retirement Plan Solutions offering which focuses on providing local small businesses with customized, high quality retirement plans.
Outside of Balanced Wealth, Jessica is an active member of both the North Kingstown and Bishop Hendricken High School communities and enjoys spending quality time with her family and friends.