Jessica joined the Voorhees Family Office Services ("VFOS") team in September of 2017 as a Wealth Counselor. In her role, she educates clients on their investment options and works with them to reach their financial goals with full support from their lawyer, accountant and other professionals. Jessica believes in long-term investing and is committed to supporting her clients through up and down markets.
Prior to joining VFOS, Jessica worked with Fuller Seminary's Endowment and Fisher Investments in capacities spanning from investor relations to investment analysis. Jessica has passed level one of the CFA exam and is working towards her CFP designation.
Jessica was born and raised in San Diego and earned a BS in Psychology with a minor in Education while attending UC Santa Barbara. She enjoys spending time with loved ones and watching Padres Baseball and Hokie Football.
For information about how Jessica can serve you, please feel free to call her at (949) 878-9403. She looks forward to working with you.
* Voorhees Family Office Services, Inc. is a d/b/a of Tax Efficient Asset Management Solution, Inc.