Jessica Smith

Jessica helps build and maintain strong relationships with clients by supporting them through day-to-day questions, coordinating administrative and operational tasks, and ensuring their planning experience is organized and attentive. She is also involved in marketing efforts and event planning, contributing to the welcoming environment clients experience when working with the firm.

Jessica brings more than a decade of experience in financial services and administration. Before her current role, she served as Director of Operations and as a Client Service Associate at Jackson/Roskelley Wealth Advisors, gaining a deep understanding of the firm’s processes and client-focused approach. Her career also includes time as a Branch Office Administrator at Edward Jones, where she developed essential skills in client support and office management.

She graduated from PennWest Edinboro (Edinboro University of Pennsylvania) with a Bachelor of Arts in Geography Environmental Studies. Jessica holds insurance producer licenses in Accident, Health, Sickness, Life, Variable Life, and Variable Annuity, as well as the 70-20 Non-Resident Insurance Adjuster designation. She has also earned the Series 66, Series 7TO, and SIE registrations held through LPL Financial.

Outside of work, Jessica volunteers with Feed My Starving Children and stays active in the community. Originally from Pittsburgh, she has called Arizona home for the past decade. Jessica enjoys spending quality time with family and friends, hosting and entertaining, cooking, baking, traveling, hiking, exploring the outdoors, and searching for great coffee and baked treats.