When you call or visit our office, you’ll encounter Jessica’s friendly voice and warm smile. She is the first line of contact for our team and is responsible for the daily operations of our front desk.
Jessica always strives to build positive relationships with our clients and prospects as well as area professionals who collaborate with us. She believes that creating a sense of trust and relatability is one of the most important aspects of our business.
“Our clients know they can talk to me about not only their financial needs, but also about their lives, kids, and pets. I really try to get to know them as people and build that relationship through every interaction.”
Jessica also assists our financial advisors with client onboarding and account opening, scheduling, special projects, service needs and office operations. In addition, she assists our marketing team with event planning, community involvement and promotional efforts.
Jessica joined Owens Estate & Wealth Strategies Group in October 2020. “The team at Owens is like none I have ever been a part of. Everyone is dedicated to what they do. We all work well together and genuinely enjoy being a team,” says Jessica.
Previously, Jessica studied business management at Ventura College and later worked as a portfolio community manager, which has contributed greatly to her nearly 15 years of administrative experience.
Jessica was born and raised here in Grass Valley. She spent some time in Ventura County but came home to Nevada County to raise her children, Wyatt and Sadie. In her free time, Jessica enjoys hiking, fishing, archery, gardening, community activities, spending time with her kids and watching her son’s sports activities.