Jessa-Old-Headshot

Financial  Adviser

Jessa is a Financial Adviser at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows:

  • Assisting with a wide range of information about client accounts, including but not limited to direct deposits & withdrawals, account/investment values, online account access, and mobile app assistance.
  • Assisting with the management of the Libertas on-boarding and ongoing concierge services when new clients join our family and throughout the client relationship.
  • Assistance with marketing and public relations related responsibilities, as well as assisting with the planning and coordination of client appreciation events throughout the year.

After spending more than a decade working in the local television news industry in various markets across the country, Jessa found herself increasingly interested in financial news.  Consumer reporting was among her specialties.  Jessa decided to redirect that passion to a new career, and joined Libertas Wealth Management Group in January 2015.

Jessa is a Certified Retirement Plan Counselor, which means she has completed post-graduate coursework and continues her education each year, focusing on strategies involving IRA’s, Roth IRA’s, 401k(k)’s, 403(b)’s, and Deferred Compensation plans.  She is also in the process of working toward attaining the elite CERTIFIED FINANCIAL PLANNERTM certification and expects to finish the program in 2016.

Personal

Born and raised in Wheeling, West Virginia, Jessa attended Ohio University and is a proud graduate of the E.W. Scripps School of Journalism.  Throughout her career, Jessa has been fortunate to lend her time and attention to numerous charitable organizations – the Capital Area Humane Society and Big Brothers Big Sisters of Central Ohio – are among those most dear to her.

Jessa and her husband, Clay, welcomed a baby girl, Piper, in the spring of 2014.  Outside of her studies and raising a new baby, Jessa doesn’t have much free time — but enjoys entertaining, trying her hand at new recipes and cheering on the Pittsburgh Steelers!