Hello and nice to meet you!  I originally grew up in Plano, Texas, but I now call Chattanooga, Tennessee my hometown after relocating there as a young girl. While a Southerner at heart, I began my career in Philadelphia, PA, and eventually relocated to the Washington, DC area where I pursued a career in Financial Services.  This is where I met my husband, who officially runs our firm, but I am of course the real “boss.” 

Money was never a big topic growing up, and my husband likes to joke that I was his most difficult “client” after getting married to me.  I preferred to keep all my money in a checking account rather than risking it with the stock market.  However, over the years I have learned so much about investing, and retirement planning and have developed a true appreciation how money can be used as a tool to pursue passions and simply do good in the community. 

I am a true “Boy Mom” to our sons; Tristan, Julian and Jackson.  After being a nanny for three girls in my early 20’s, I am truly blessed to have all boys (somewhat kidding, I love you girls)!  I have a big passion for animals and have been rescuing them ever since I was a young girl (sorry, Mom). My husband and I have rescued three dogs; Achilles, Nelly and Guinness. However, at this point, I am one rescue away from a divorce.

We look forward to meeting you and hopefully becoming a part of our “financial planning family!” 

***Message from Kevin***

As of 2024, Jess is spending most of her time raising our three boys.  We hoped that this year she would have some more “free time” to assist with the firm’s efforts, but she will continue to serve in a very limited capacity as of now.  When all three of our boys are in school, this will likely change and she’ll be a much bigger part of our team.  Love you, Jess, and thank you for taking the hard job!  😄