Jessica started with the CCMI team in 2011 and rejoined in 2021 after a five-year absence. Her previous role at CCMI was in client services. She continues serving our investment clients by preparing Schwab forms, scheduling, and preparing for meetings, among other tasks that help clients have a seamless experience.
During her time away from the CCMI, she soaked up the joy of motherhood. Her time at home required her to think on her feet and streamline routines and schedules to minimize stress. She appreciates the beauty in simplicity and finds great satisfaction in helping others. She welcomes new challenges and is very excited to serve clients and the team again.
Jessica earned her bachelor’s degree in liberal studies from San Diego State University. Before joining CCMI, she worked in client relations for a real estate investment firm.
“She continues serving our investment clients by preparing Schwab forms, scheduling, and preparing for meetings, among other tasks that help clients have a seamless experience.”
Jessica and her husband share two young daughters. She’s always happy to help her children’s teachers and is a member of the PTA. Her favorite activities include stand-up paddleboarding, running, hiking, and yoga. On occasion, she’ll teach an impromptu outdoor yoga class. She also enjoys cooking and baking gluten-free recipes. Recently, she’s taken to sewing, usually under the watchful eye of her rescue cat, Marley.