Jessica’s role as Director – Client Relations at DayMark Wealth Partners is to oversee marketing and client communications online and in person. She works diligently to gather pertinent information for portfolio reviews, meeting reports, meeting agendas, and investment objectives before and after a client meeting to ensure an investment plan that is tailored to the client’s current and future needs. In addition to her client-facing work, Jessica manages daily operational items, and handles compliance requests. Her focus is on delivering exceptional client service at each stage of the process.
Prior to working at Wells Fargo Advisors, Jessica held positions at Fidelity Investments and Western-Southern Life. After graduating from Northern Kentucky University with a Bachelor of Science in Psychology, she became interested in working with investment products and decided together securities registration. Jessica is a Chartered Retirement Planning Counselor, and holds Life and Health Insurance licenses.
Jessica has worked in the financial industry for more than 20 years and has been a member of the team since 2008. She enjoys getting to know our clients and their families, and is thrilled to work on their behalf with a team that she feels is always striving to be the best it can be.
Jessica lives in Anderson Township, Ohio with her husband, three children and one dog. In her free time, she enjoys working on projects in their home, cooking and baking, and spending time with her young family.
CHARTERED RETIREMENT PLANNING COUNSELOR® (CRPC) – Chartered Retirement Planning Counselor (CRPC) is a professional financial planning designation awarded by the College for Financial Planning. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.