Jessica joined SummitView Advisors in 2019 after thirteen years of experience at investment firms, credit unions and banks where she assisted clients with their investments and financial plans. She is passionate about preparing her clients for success no matter where they are in their financial journey.
Jessica graduated cum laude with a bachelor’s degree from the University of Colorado where she majored in International Business and minored in Economics. She is a Certified Financial Planner ™ practitioner (CFP ® ), the most prestigious financial planning designation.
Jessica holds FINRA series 7 and 66 licenses. She also has her Life, Health, and Long-Term Care licenses in the state of Colorado and various other states.
A Colorado native, Jessica loves hiking, camping and snowboarding. She is an avid traveler and loves to hear about her client’s trips and family vacations. She is an active member of the Women’s Estate Planning Council (Denver branch) and previously sat on the board of Rocky Mountain MicroFinance Institute, a local non-profit that works to create economic and social mobility through entrepreneurship. In August 2019, the SummitView Advisors firm was awarded Best Financial Planner/Advisor by the Best of Loveland Magazine.
Check the background of investment professionals on FINRA’s BrokerCheck.
Pertaining to Jessica, this communication is strictly intended for individuals residing in the states of AZ, CO, HI, IA, ND and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.