Jessica Lemon

Client Relationship Associate

As you may know, we introduced Jessica to the firm back in August of 2020.

We would love for you to get know her a little more as she continues to learn and assist clients at the firm! If you are from the area, you may have seen her working in a local restaurant where she has been a manager for the past 8 years. Looking for new opportunities, she is transitioning to the finance world.

When she's not at work, Jessica enjoys spending time with her son, KJ, and going outdoors.  

So far in her position, she has enjoyed learning about everything that goes on in the office. Additionally, she has liked gathering and inputting client information that goes into the planning process. In the future, she looks forward to getting to know the clients more!