As Regional Director for the Central California team, Jessica leads the team in the formulation and execution of the day to day business, compliance oversight and client relations. She monitors the execution of quality control to over 100 client relationships and oversees all aspects of the firm operations. Jessica holds the Certified Plan Fiduciary Advisor (CPFA) designations, which signifies specialized knowledge of the fiduciary duty and a commitment to promote a culture of fiduciary responsibility and professionalism.
In 2010, her father persuaded her to join the firm at its founding. True to her positive spirit, she jumped in and set up the office, system servers, operating agreements with partners, and assisted Rick in building the original website. Jessica’s 24-year business career includes eight years in the medical industry working for Medical Staffing Network. Notably, she handled highly detailed and sensitive compliance requirements with JACHO and OSHA.
Committed to lifelong learning, Jessica studied at Fresno City College and regularly attends seminars and training courses to sharpen her skills. She’s an avid reader, a notary public, escrow signing agent, and is currently studying for her Series 65 to become an investment advisor representative.
In her free time, Jessica has served on the boards of the Downtown Fresno Partnership and Valley Center for the Blind. She treasures her close friends, the company of her nieces and nephews, event planning, and the culinary art of baking.