Jessica Lopez is an accomplished Office Manager with an impressive 22-year career in finance. She brings an abundance of expertise and knowledge to our team. Over the last decade, Jessica Lopez has served as the dedicated Office Manager for an experienced Investment Advisor who operated an Office of Supervisory Jurisdiction (OSJ), showcasing her exceptional organizational skills and commitment to smooth office operations.
Holding the Series 99 designation, Jessica is well-versed in the intricacies of financial regulations and compliance, ensuring that our firm operates at the highest standards. Her attention to detail and strategic thinking have played a pivotal role in maintaining a well-run and compliant office environment.
Beyond her professional achievements, Jessica is a devoted family person, cherishing the importance of work-life balance. Her family-oriented approach extends to the workplace, fostering a supportive and collaborative atmosphere among colleagues.
Outside the office, you'll find Jessica embracing her time with her family & friends, cooking and just being outdoors. Whether it's swimming in the river, camping, or simply making a special dinner for her family, she finds solace and inspiration in the beauty of the world beyond the financial realm.
With a remarkable track record and a passion for both her professional and personal life, Jessica is an integral part of our team, ensuring that our office thrives in the dynamic landscape of the investment industry.