Jessica works in coordination with Dave and our clients as a liaison to ensure an excellent client experience that meets the expectations set forth in our processes, service commitment, and mission. She helps coordinate the day-to-day operations for all client accounts and is the point of contact for changes that need to be addressed.
Jessica's is passionate about connecting and developing long-term relationships with clients and helping them achieve their goals. She finds the most rewarding part of her role is the opportunity to see clients through the highs and lows of life and provide them with support in some of the most pivotal decisions and moments they might experience.
Jessica has been with Hogan Financial Services since 2015.