Jessica Smith
Client Relationship Manager
Jesse exudes kindness and overall optimism in working with clients, building trusted relationships. She provides tailored service that is proactively laid out step-by-step, so clients always know what to expect. She handles a variety of responsibilities, including operational duties, administrative tasks and building and managing client relationships alongside the team. As a vital connection to the practice, she strives to help make clients’ experiences seamless and enjoyable.
She joined the Jackson/Roskelley Wealth Advisors team in 2018, drawn by its professionalism and integrity. Before that, she served as a branch office administrator with Edward Jones and a claims representative at State Farm. She earned a B.A. in geography and environmental studies from Edinboro University in Pennsylvania.
Though a career in finance was not originally in the cards, Jesse joined the field after learning about the ways financial planning could positively impact people’s lives. She is dedicated to making a difference, and regularly volunteers with Habitat for Humanity and Feed My Starving Children.
Born and raised in the suburbs of Pittsburgh, Pennsylvania, Jesse has called Arizona home for the last decade. She loves spending quality time with her family and friends. You’ll likely find her hosting, entertaining, cooking, baking, traveling, hiking, or enjoying the outdoors — often with a smile, in great company, and a good cup of coffee in hand.