Strategic Partner, Capital CS Group, LLC - Concentrated Stock & Complex Options Specialist
Jessica was a Senior Vice President and member of the UBS Directors Club with over a decade of industry experience.
Her primary focus and background is dealing with retirees, professionals, and business owners in the retirement/rollover market. She is committed to developing long-term relationships through a high level of service, ongoing dialogue, and customized
investment solutions. Jessica has been recognized for her commitment, talent, and expertise over the course of her career.
She was named Morgan Stanley’s top female Financial Advisors Associate for 2011-2014 before joining UBS. Jessica was also honored as one of UBS’s 2015 and 2016 Top 35 under 35 recipients.
Today, working with the team’s corporate executive clients and their equity compensation challenges, Jessica focuses on financial planning to strengthen each client relationship. She views each clients’ goals as a planning opportunity rather than an obstacle. Through her discovery process, Jessica can help clients identify their priorities and pursue their goals with greater confidence.
Jessica earned her B.A. in business administration with a concentration in finance from California State University, Fullerton. She also earned the Chartered Retirement Plan Specialist and Chartered Retirement Planning Counselor designations, the Series 66, and insurance license. She and her husband, Nick, enjoy music, travel, and spending time with their daughters.