Background & Experience
The process of untying the knot is an emotional one, my goal is to help you navigate the experience with knowledge, organization, and grace. As your advocate I am on your side of the table in this journey and together we tackle understanding your current situation, the options to consider, looking forward to your next chapter.
Jessica spent most of her banking career helping clients preserve, grow, and pass on their wealth. During this time, Jessica noticed the need to help women better understand their financial picture, particularly at different stages of life.
She started Brainstormingwomen, to put her experience, education, skills, and aspirations to work toward helping clients create a more proactive relationship with their money. She started helping clients build a budget, organize their finances, and put a plan together for long term success.
As a result of her personal experience with divorce, she saw opportunity to help individuals going through divorce to make fact-based, fair minded decisions in a less emotional manner. This lead her to become a Certified Divorce Financial Analyst.
With this training, Jessica brings her expertise by addressing clients' specific financial and familial concerns, to help determine an informed and fair-minded settlement. Where she previously helped clients grow their wealth, she now focuses on helping them divide it.
Most recently she has started training to become a Certified Divorce Coach to help clients to define and refine their goals, reduce stress associated with divorce, and help them through the ups and downs that are often part of the process.
She splits her time between Charlotte and Raleigh.
Jessica's education includes:
- Masters in Business Administration from the McColl School of Business at Queens University of Charlotte
- Bachelor of Arts in American Studies and Business from Queens University of Charlotte
Specialized Certifications include:
- Institute for Divorce Financial Analysts
- CDC Certified Divorce Coach (Aug '19)
Licenses previously held:
- NC Real Estate Salesman License
- NC Health & Life Insurance License
- FINRA Series 6, 63, 66 and 7