Jessica is the Director of Operations 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. She acts as an onsite, dedicated service expert on a wide range of issues and continues to be a huge asset to the growing Balanced Wealth Management team.
Outside of Balanced Wealth, Jessica is a volunteer youth basketball coach, an active member of the Bishop Hendricken High School community, and enjoys spending quality time with her family.