Jess brings a dynamic mix of knowledge, enthusiasm, and client-focused service to the Legacy Financial Strategies team. A 2020 graduate of Kansas State University’s Personal Financial Planning program, she has built a strong foundation in financial services, starting her career with smaller RIAs in Kansas City, where she refined her relationship-building skills. From there, she expanded her expertise at Vanguard’s Plano, Texas office, followed by a role as a Trading Associate at Mariner Wealth Advisors.

At Legacy, Jess is dedicated to creating seamless, meaningful experiences for clients. She thrives on helping individuals and families feel confident in their financial journey, providing personalized support and thoughtful communication every step of the way. In addition to her client service role, Jess is also a notary, offering added convenience for Legacy’s clients.

Outside of work, Jess is embracing an exciting new chapter—planning her wedding with her fiancé, Sam! When she’s not knee-deep in wedding details, you’ll find her traveling to new destinations, getting lost in a great book or movie, and tapping into her creative side with crafting projects. Whether she’s coordinating a flawless client experience or perfecting a DIY masterpiece, Jess brings the same passion and dedication to everything she does.