Jessie is a Private Client Advisor in our Portland, Maine office. Working closely with our investment advisors, she helps clients navigate their complex financial lives. Jessie utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. She also coordinates with her clients’ family members, outside advisors and with other members of their professional team. Jessie is a CERTIFIED FINANCIAL PLANNER® professional and has been with FLP for more than 20 years.
Prior to joining the firm, Jessie was a client account administrator for Investment Management & Consulting Group and a mutual fund accountant with Forum Financial.
Jessie is the treasurer for the Homeless Animal Rescue Team (HART) of Maine, a rescue shelter and adoption center for cats in Cumberland, Maine.
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