Hi there, I'm Jessica!
I also absolutely love chatting about anything related to money, numbers, and investing. I graduated cum laude with a double major in Quantitative Finance and Financial Economics, and as if that wasn’t enough numbers already, I also minored in Mathematics. I was 1 of only 3 girls who majored in Quantitative Finance in my graduating class and I would LOVE for there to be more women in finance.
My love for numbers and finance has led me to various different roles in the financial world for over 10+ years including corporate finance, specialized lending, portfolio management, alternative investments, and personal finance.
I’ve worked with a lot of both very wealthy and not so wealthy clients so I’ve seen first hand everything that they do differently. But most importantly, I learned how to think about money and manage my own money to accomplish what I wanted.
I love money, numbers, and finance and I love helping people to truly feel empowered with their money and accomplish their financial dreams. I am now in my 30s, have a six-figure net worth, multiple real estate properties, started my own small businesses, and bought my first home when I was just 23 years old.
I am so grateful for the financial knowledge I learned early in life and am thankful that my financial position gives me the ability to spend my time and money where I want! It wasn’t always that way and it did take some time and effort but that’s really all you need to succeed: TIME & EFFORT. I think honest communication in finance is very important and I always strive to create a safe space for people to chat about finance (whether personal or business related).
Along with being such a finance nerd, I’m also a huge book worm (even if half of them are fantasy/science fiction books). I love reading and am always looking for a good book so please send your recommendations my way!
