Driven by a service mindset, Jessie partners with the Cascadia team of Wealth Advisors (Mark, Benjamin, Eric and Tom) to provide client support. Jessie is warm, welcoming, and provides a positive and caring service leveraging her expertise and knowledge of the internal mechanics of financial services.
Jessie’s career spans 10 years at a large mutual fund company in Boston and 15 years at KMS Financial Services, Inc. in Seattle, where she worked in several departments and managed teams of employees serving financial professionals. At KMS, Jessie met and worked with Mark and Eric. Jessie holds a BA in Psychology from the University of Massachusetts at Amherst.
Working remotely from central Massachusetts allows Jessie to be the early bird on the Cascadia team. Jessie moved back to New England from Seattle with her husband, Jim, so they can spend more time with their extended family which includes siblings and a bunch of nieces and nephews