In Jessica's Own Words

I'm deeply passionate about helping women define and reach their financial aspirations. Despite recent strides, women have historically faced barriers as both clients and advisors within the financial services industry. I'm honored to be part of an all-women team that's not only at the forefront of financial planning but also dedicated to closing the opportunity gap and ensuring every woman receives the specialized guidance she deserves.

Jessica's Bio

A Ballston Spa native, Jess, a relationship manager at Pachira Wealth Management, is passionate about making a tangible difference in people's lives. After earning her Bachelor of Science in Business Economics from SUNY Oneonta, she returned home with a commitment to empower her community through financial literacy and strategic money management. Jess is responsible for creating comprehensive financial plans and managing investment accounts for peak performance, as well as being a familiar voice on the phone and reliable point of contact for our clients. She holds the FINRA Series 7, 63, and 65 Securities Registrations with LPL Financial, a New York State Life, Accident & Health Insurance License, and the Accredited Behavioral Financial Advisor (ABFP) Designation to better connect with clients. Outside of work, Jess is deeply involved in local organizations, including SUNY Oneonta's Alumni Association Board, the Friends of the Schuyler Mansion non-profit, and the Capital Region's Young Professionals Network through the Chamber of Commerce.