Jessica graduated from Alfred State College in 2008 with an Associates degree in Accounting and a Bachelors degree in Financial Planning.  She has also completed the requirements for her securities licenses as well as life and LTC licenses.  Also Jessica currently passed her principal's exam, which allows her to supervise other licensed agents.

 

As a paraplanner, Jessica consistently uses the financial planning methods.  Having completed the educational requirement of the CFP® designation already, she will also be studying for the national CFP® exam.

 

Holding the RFA® designation Jessica is required to get 40 continuing education credits every year to keep pace with our ever evolving industry.

 

In March 2011 she was named partner, having "exceeded all expectations" via Kevin L. Mahoney, in her first three years with us.

 

Jessica grew up in the area and currently lives in Rushford with her boyfriend, Vinnie, and their three dogs.  In their free time they enjoy many and diverse interests, ranging from four wheeling, hunting, fishing, boating, snowmobiling, rock band, trap shooting, to golfing and shopping. Ask her about her demolition derby driving experience (first prize).