My goal is to help individuals and families find confidence through thorough planning. I serve my clients by helping them to create and nurture a healthy financial profile designed for the long-term. When not at work, I enjoy hiking with my husband and two dogs, and cataloging native flora.
Education and Specialisms
Training
Jessica received her Bachelor’s of Science Degree from the University of Utah. She began her career in finance over a decade ago as a teller and worked up through the various roles of the finance industry.
Specialisms
Jessica Simmons is a LPL registered investment advisor representative and is licensed in the state of Washington. She specializes in helping clients make plans for the long-term, including and into retirement. As such, Jessica’s specialties include products such as mutual funds and annuities, as well as how taxes and retirement can impact Social Security and Medicare benefits.