Financial Paraplanner Qualified ProfessionalTM (FPQP®)
Jessica joined Avalon in 2021 as a Client Service Associate. Her 20-year professional career encompasses private banking, fraternity housing management, expense analysis, and syndicated loan operations. Jessica prepares client deliverables including financial statements, asset allocation illustrations, income projections, and estate document summaries. She also assists with cash flow and net worth projections as well as various research projects.
Outside of the office, you can find Jessica watching a Colts game, building a detailed LEGO set, playing video games, and spending quality time with her close friends and family.