Paraplanner
Jessica graduated from Oakland University in 2019 with a bachelor’s degree in Accounting and Finance and has been working in the Financial Services Industry since 2017. She maintains her series 7 & 66 license with LPL Financial and earned her CERTIFIED FINANCIAL PLANNER™ certification in December 2022.
While not in the office, Jessica enjoys Zumba® and spin classes, baking, golfing, and crafting. She also has an English Bulldog named Daisy, and is engaged to her fiancé Zach
Phone: 586-731-6020
Fax: 586-731-6160