Designations and Licenses

Jessica is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.

Experience and Education

Jessica focuses on new business development. She works with individuals and families to understand their specific needs and priorities, then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Jessica was a financial advisor for Altfest Personal Wealth Management. Before that, she was a tax senior, financial services at Deloitte Tax LLP and a tax senior in private client services at Ernst & Young, LLP.

Jessica holds a Bachelor of Business Administration degree in public accounting and a master’s degree in financial management, both from Pace University.

Personal Interests

Away from the office, Jessica’s interests include travel and financial literacy.