Jessie is very active both in and out of the office. As an Account Manager in the 401(k) & 403(b) Advisory services area, she is responsible for certain aspects of all retirement plan advisory accounts, including preparing proposals, fiduciary reviews and reports, vendor benchmarking studies and client account administrative duties.
Jessie’s interpersonal and organizational skills along with her attention to detail allow her to handle client needs in an efficient and timely manner. She builds pride in the firm by maintaining high standards of integrity, work quality and maintaining confidentiality of client information. Jessie is a member of Toastmasters and a mentor for Teammates. She recently obtained her Series 7 license and is working toward her Series 66 license.
Outside of the office, you may find Jessie at a country music concert or hanging with friends and family.
e-mail: firstname.lastname@example.org | phone: 402.964.5597 | fax: 402.963.4084
Bachelor of Science | Business Administration
University of Nebraska Omaha | Omaha, NE