Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Tax Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™


  • University of Georgia, BBA Finance

Awards & recognition

  • Five Star Wealth Manager, 2019, 2021-2022

Community participation

W.I.S.H. Society, Member, for Make A Wish Foundation

Atlanta Food Bank Volunteer


Jessica lives in Marietta with her husband, Trent, daughter, Harper (4), son, David (2), and their chocolate lab, Murphy. She enjoys all things food: cooking, trying new restaurants and entertaining friends and family, although Trent is the better chef! She also enjoys reading, traveling, hiking, and spending time with her extended family in Savannah. She understands the importance of work-life balance and is (almost) always home for nightly family dinners. She values planning for the future and understands it's equally important to enjoy the present, as tomorrow isn't guaranteed. Finding the right balance is key.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.