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Jessica is a Financial Advisor with First Investments & Planning assisting with investments and retirement plan services, as well as administration of trusts, estates, conservatorships, and investment management accounts. She serves clients in the Alliance, Chadron, Scottsbluff and North Platte markets.
Jessica joined First Investments & Planning in 2015 and has a background in banking, insurance and securities.
She earned her Master’s in Security Analysis and Portfolio Management from Creighton University and her Bachelor’s in Business Administration from Chadron State College. Jessica holds her Series 6,7, 63 & 66 securities registrations along with Nebraska State Insurance Licenses for Property & Casualty, Life, Health, Annuities, and Variable Contracts.
Jessica enjoys spending time with her family and friends, helping her husband farm and ranch, and caking.
She believes in elevating the communities in which we serve. She does this by supporting organizations and programs through Western Nebraska United Way and volunteering for the Salvation Army Kettle Campaign.
124 W. 3rd Street
Alliance, NE 69301
I am inspired to support and connect with people so that they feel financially confident.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE