As a CERTIFIED FINANCIAL PLANNER® practitioner, Jessica provides personalized advice and develops financial plans specific to your objectives and goals. She bases her success on how well you meet those goals and considers the relationship with you her most important asset!
Jessica obtained her bachelor’s degree in finance from the University of South Carolina in 2010. After graduation, Jessica worked in corporate banking before transitioning to be a Wealth Advisor with CalmWater Advisors in 2012.
Jessica is a South Carolina native. Her roots are based in Lexington, where she and her husband, Billy, are raising their four sons. Outside of work, they enjoy traveling to the mountains, renovating houses and making new memories as a family.