Jessica oversees the daily flow of investment and financial account data in our reporting/trading systems. This means monitoring the cash reserves of our clients to assisting our investments team with trading and portfolio management. She also helps create customized investment performance reports and personal financial statements for our clients.
Jessica graduated from the University of Cincinnati with a bachelor’s degree in Accounting. Jessica passed all four part of the CPA exam in August of 2023. Prior to joining Generations Wealth, Jessica completed four internships within the Audit department at Deloitte from 2018 to 2022.
Jessica resides in Cincinnati, Ohio where she enjoys fashion, exercising, and is an avid foodie. Jessica also enjoys traveling and trying new things.