Meet Our Team
Partner, Wealth Management Strategies
Direct: (512) 290-9023
Jessica is a founding Partner at PlanWise Financial Group. Her mission is to share her knowledge and expertise to help clients make educated, well-informed decisions about all aspects of their financial lives, while also helping them avoid some of the pitfalls that unfortunately exist in the financial services industry. Previously, Jessica was Partner and Director of Wealth Management at Austin Financial Partners.
Jessica completed the Boston University Financial Planning Program, which includes seven courses: Introduction to Financial Planning, Risk Management, Investments, Tax Planning, Retirement Planning and Employee Benefits, Estate Planning, and a Capstone Course in Financial Planning. She will be sitting for the CERTIFIED FINANCIAL PLANNERTM exam in 2020.
Jessica was born and raised in Upstate New York. She is a Cum Laude graduate of the Boston University Questrom School of Business and a scholarship track and cross-country athlete. She is a proud Terrier, as well as an avid Red Sox and Patriots fan.
Jessica met her husband, John, in Boston. They moved from Boston to Austin in 2009 and fell in love with all Austin had to offer. Jessica and John have two miracle IVF children, Connor (7) and Caroline (5). They recently expanded their family by adding a Labradoodle puppy, Brady (see avid Patriots fan noted above). When Jessica is not working, you will find her spending time with her friends and family, volunteering at Connor or Caroline’s school, running, and traveling. Always up for an adventure, the family embarks on a big family trip each summer. National parks are next on their list.
Giving back is a big focus for Jessica, her family, and everyone at PlanWise. Jessica is involved with the Ronald McDonald House of Austin to help raise awareness and gives back by volunteering, gathering necessities for families in need, and attending many of their annual fundraisers. Knowing how painful — and joyful — the fertility process can be, Jessica is also passionate about lending families going thru fertility treatments a shoulder to cry on or a listening ear.
As they were dreaming and building PlanWise Financial Group, the Partners decided Charitable Giving, not just monetary, but thru volunteering and immersing themselves in the community would be a focus. Each quarter the office closes for one day, so we can give back to our community. Whether it’s Back Packs for Kids, baskets for mothers at the Ronald McDonald House, donating and wrapping presents for Brown Santa, or participating in a donation drive… you’ll find us there. We are always looking for new, fresh ideas to help those in our community. Please share your favorite local or national charity with us!