Meet Jessica


Jessica joined our team in February of 2020 with over 15 years of experience in the financial services industry, including brokerage firm experience and experience at other financial advisory firms. She coordinates client services and is skilled at managing all the details of processing with accuracy.

She and her husband, Allen, have lived in Owasso since 2006. They have two daughters, Emma and Allie. In her free time, Jessica enjoys spending time with her family, reading, and gardening.



Best piece of financial advice received:

Do not save what is left after spending, but spend what is left after saving.

Favorite Holiday:


Bucket List Item:

Family vacation to Disney World!