Phone: 215.641.2570 x301
Fax: 215.641.2573
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.
EDUCATION
Bachelor of Science, Marketing, Risk Management and Insurance, LaSalle University, 2011
DESIGNATIONS AND LICENSES
Accredited Investment Fiduciary, AIF.
Series 6, 63, Life and Health held with LPL Financial.
Series 65 held at Global Retirement Partners (GRP).
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