Client Services Specialist
Jess is our client services specialist at B3 Wealth Strategies and takes charge of managing the calendar, assembling meeting agendas, and other administrative tasks. She enjoys being able to provide great customer service to all the firm’s clients and likes using her strong organizational skills to make processes easy and efficient.
Jess started in the financial services industry after working in various administrative roles for Wilderness Awareness School. Outside of work, Jess enjoys spending time with her son Liam, being outdoors, reading, and knitting.