Jessica joined Haven Wealth Group in January 2011. She organizes reports/materials to create personalized Prospect Books and Financial Plans for potential clients of Haven Wealth Group. Jessica is the Client’s resource for Charles Schwab account openings, questions/solutions/clarifications, tax assistance, platform support and client money movement within his/her accounts. She is the Liaison for Haven Wealth Group Clients. Jessica organizes and coordinates Haven Wealth Group marketing materials and events. She manages the Haven Wealth Group blogs, website updates and maintenance.
In addition to Operations and Client Service for Haven Wealth Group, Jessica manages over 15 different entity’s Real Estate property management, tax preparation, bookkeeping and accounting.
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.