Jessie is an Wealth Advisor and Portfolio Implementation Lead with Stephens Wealth Management Group (SWMG). She utilizes her analytical background as a member of our Investment Committee and oversees trading and model portfolios for the team. She also helps her clients envision and achieve their financial goals by providing an approachable strategy to holistic wealth management.
Before joining SWMG in 2021, Jessie worked as a Private Wealth Financial Consultant with Wells Fargo Advisors for six years where she honed her portfolio management and advisory skills. She also previously worked at Bank of Ann Arbor in their mortgage and consumer departments. She completed Level I of the Chartered Financial Analyst (CFA®) Program in 2019.
Service & Leadership
Jessie spends her time volunteering in both Washtenaw and Oakland Counties, namely in the Ann Arbor community where she is a member of Women’s Exchange of Washtenaw and the Huron Valley Alumnae Chapter of Alpha Gamma Delta. She is also active in United Way of Washtenaw County’s Emerging Philanthropists group, where she previously served as Committee Chair and received UWWC’s Volunteer of the Year award in 2018. She volunteers as the Social Media Manager for both the Oakland University DIII and Birmingham Unified Hockey teams.
Education and Designations
Bachelor of Science, Actuarial Mathematics and Mathematics of Finance and Risk Management, University of Michigan
Chartered Financial Analyst - Passed Level I (CFA® Institute - 2019)
Life, Accident and Health Insurance Resident Producer - Michigan
Outside of the Office
Originally from Dexter, Jessie currently lives in Brighton with her dog, Memphis. In her free time, she enjoys playing golf, crafting, and spending time with family. She loves to go Up North and to travel whenever possible. She can often be found in a hockey rink or at Michigan sports games.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).