With nearly a decade of customer service experience and more than five years in the financial services industry, Jessi is dedicated to delivering a welcoming, responsive, and knowledgeable client experience. At KMH Financial Services, she serves as a dedicated point of contact - guiding clients through LPL Financial paperwork, coordinating account openings and service requests, and ensuring every interaction is handled with accuracy, timeliness, and care. She takes pride in anticipating client needs, addressing questions with clarity, and supporting advisors so clients feel confident and informed at every stage of their financial journey. Committed to professional growth, she actively pursues ongoing training and industry education to provide the highest level of service.
Outside the office, she can often be found at the local go-kart tracks as the proud crew chief for MRC Racing, baking sweet treats in the kitchen, or enjoying the outdoors with her two cats, friends, and family.