Trust Operations Manager

With over 17 years of experience in wealth management, Jess is a seasoned professional with expertise in trust operations and administration, specializing in serving high net worth clients. She is recognized for her integral role in providing quality fiduciary responsibility, managing client requests and daily activities for the department.

• BA in Finance, University of Wisconsin, Milwaukee
• Certified Trust Operations Professional (CTOP®)
• Cannon Financial Institute, Trust I and II
• Notary since 2008
• Outside of work, Jess can be found in Pismo Beach with her husband and daughter. She enjoys live theatre, traveling, and the outdoors with her family.