Jess is a Financial Consultant at Gretchen Meyer Financial. After growing up in her small town of Ballston Spa and attending Burnt Hills-Ballston Lake High School, Jessica grew very fond of the community and decided to venture back to the area after graduating college.
With a firm desire to create positive impacts in people's lives and the hope to give back to the community that did so much for her, Jessica researched careers thoroughly that could benefit others given her skillset. Understanding that financial literacy and proper money management have the opportunity to change someone's life and legacy, Jessica decided to throw herself into the financial advising space.
By teaming with Gretchen Meyer Financial, Jess has the resources and support to help not only the residents of her community work towards their financial goals but those she feels are marginally underrepresented. Due to the traditionalist notion that men are the primary "breadwinners" for decades women have been overlooked as candidates for financial planning. Knowing that women also deserve the opportunity to have access to a solid financial plan, Jessica dedicates her time to specifically helping women pursue their own unique financial goals while running educational women-centric financial literacy workshops. More than 90% of Jessica's clientele are women.
Jessica has a Bachelor of Science in Business Economics from SUNY Oneonta and holds the FINRA Series 7, 63, and 65 Securities Registrations with LPL Financial and New York State Life, Accident & Health Insurance License. Jessica has earned the Accredited Behavioral Financial Advisor (ABFP™) Designation to add extra value to her client interactions.
Jessica is responsible for answering your calls, modifying investment accounts seeking peak performance, and creating comprehensive financial plans for you. Outside of her day to day, Jess enjoys being active in her community and volunteering with organizations she's passionate about. Jessica is a Board Member on SUNY Oneonta's Alumni Association Board of Directors, a member of the Moxxi Women's Foundation, BH-BL Rotary Club, and Friends of the Schuyler Mansion. In her free time, she enjoys figure skating and playing with her dog.
Jess lives in Ballston Lake with her German Shepherd, Gracie.