Background
Jessica grew up in Enumclaw, Washington and made her way to Oregon in 2018. Jessica attended Lewis & Clark College, where she competed as a two-sport athlete in women's basketball and the heptathlon in track and field. She began her career in the financial industry as a college intern in 2021 and has worked with business retirement plans throughout her professional experience.
Role at Cornerstone
Jessica joined Cornerstone Wealth Management in May 2024 as a Registered Administrative Associate. Her work sits at the intersection of client service and operations. She coordinates meetings, handles account paperwork, processes transfers and updates, and works with custodians and third-party partners to keep operations running smoothly. Since the start of her career, Jessica has worked alongside business owners to help manage and support their 401(k) plans. She also serves as a liaison between advisors and clients to maintain clear and consistent communication. What she values most about this work is the people. Every client has a story about what shaped them, and through those conversations, she learns something new about life every day.
Community & Personal
Jessica has been a member of the Rotary Club of Portland since 2022 and currently serves on the club board. She is deeply passionate about her role in Rotary and leads her club in service projects.
Outside the office, Jessica enjoys playing pickup basketball, coaching young athletes, snowboarding at Mt. Hood Meadows in winter, golfing in summer, and working on arts and crafts projects at home.
Credentials
- Series 7 and Series 66 registrations with LPL Financial
- Notary Public - Oregon
- Bachelor of Arts in Economics and Minor in Political Science from Lewis & Clark College