Vice President, Financial Planning

Jessica provides wealth management to high-net-worth individuals and families to help them achieve their financial goals. Dedicated to supporting her clients’ financial independence, she plays the role of quarterback for all internal and external team members, making sure plans are on track and viable.

Prior to joining McLean, Jessica was a Vice President, Financial Consultant at Charles Schwab and before that a Financial Advisor at Smith Barney (formerly Legg Mason).

Education

  • B.A. Loyola University

Professional Affiliations & Designations

  • RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor (CRPC®)
  • Member of National Association of Personal Financial Advisors (NAPFA)
  • FINRA/NASD Series 7 and 66
  • Virginia Insurance License

Professional Recognition

  • Northern Virginia Magazine’s 2014 Top Financial Professionals list
  • Northern Virginia Magazine’s 2015 Top Financial Professionals list

Greatest Professional Satisfaction

I was thrilled to be named to Northern Virginia Magazine’s Top Financial Professionals in 2014 for Investment Planning.

Greatest Personal Satisfaction

My proudest moments derive from being a mother, but in terms of stretching as an individual, running a half marathon taught me a valuable lesson. I initially had very little interest in the run, but once I made the commitment, I never looked back. The experience really opened my eyes to what our bodies and minds are capable of doing when we shut out the noise and focus on what we can do rather, than what we think we cannot.

Disclosure: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.  Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Northern Virginia Magazine named Top Financial Professional in seven categories: Employee Benefits, Estate Planning, Income Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, and Risk Management. In 2015, there were 755 financial advisers considered, and 144 were named a Top Financial Professional. For more information, go to www.northernvirginiamag.com