Phone: 215.641.2570 x301
Jessica works with companies of all sizes to create customized retirement plans to suit their corporate needs, including employee outreach to help educate Plan participants on the benefits of saving for retirement, and the benefits of their company sponsored retirement plan.
Bachelor of Science, Marketing, Risk Management and Insurance, LaSalle University, 2011
Accredited Investment Fiduciary, AIF
Series 6, 63, Life and Health held with LPL Financial
Series 65 held at Independent Financial Partners (IFP)