Jessica Gonzales

Jessica Gonzales joined Haven Wealth Group in early 2011 where she holds the position of Operations and Client Services Manager. As an Operations Manager, Jessica is responsible for preparing Client’s Financial Market Review and Investment Strategy presentations. Within this role, Jessica compiles and organizes reports/materials to create personalized Prospect Books and Financial Plans for potential clients of Haven Wealth Group. She prepares special equity reports and is integrally involved in several data integration projects for the firm.

As Client Service Manager, Jessica spends much of her day assisting Haven Wealth Group’s clients. Jessica is the client’s resource for Fidelity questions and solutions/clarifications, tax assistance, and client money movement within his/her accounts.

 

Major Accomplishments:

Jessica attended Wharton County Junior College for The University of Houston with studies in Elementary Education. Prior to joining the firm, Jessica spent over 10 years in various positions for Landry’s, Inc. including serving as their Marketing/Training Coordinator. She is currently an active volunteer for the Special Attractions Committee for the Houston Livestock Show & Rodeo as well as a Task Force Member of the non-profit 501(c)(3) charity, Charitabulls.

Our Partners