Jessica serves as Summit Financial Networks’ Lead Transition Coordinator, primarily overseeing all advisor transitions. Jessica is responsible for assisting new offices before, during, and after their transition to Summit.
She joined Summit Brokerage Services in 2010, bringing with her 10 years of experience in the independent broker-dealer and financial services industries.
Prior to joining Summit Brokerage Services, Jessica cross-trained on multiple roles within Mutual Service Corporation, an independent boutique broker-dealer that was acquired by LPL Financial. Her roles included new accounts, advisory, transfers, check/stock deposit, trading, and provided in-office training for new staff members.
In her free time, Jessica enjoys riding her motorcycles as often as possible, and spending time with her family and her fur-babies.