Jessica is responsible for expanding relationships with selling member firms through high-quality service and home office and advisor support.
Jessica has nearly a decade of experience in the financial industry, holding her CFP® and various sales roles focused on real estate and credit alternative investments. Before joining Peachtree, she was the Senior Vice President for the Northeast for Waypoint and held leadership positions at C-3 Capital Partners and Morgan Stanley.
She has earned a Master of Business Data Analytics from Texas A&M's Mays School of Business and a bachelor's in Business Economics from Rider University. In addition, Jessica holds her Series 7 and 66 FINRA securities licenses.
If you could meet any historical figure, who would it be and why?
FDR - learn about his persuasion and negotiation skills
What's your secret talent?
One handed typing as fast as many two handed
Your greatest personal achievement?
Successfully recovering mentally and physically from a major stroke