Jessi joined Symbio Financial Partners in October of 2021 and quickly became an integral part of our team. As a Client Service Associate, Jessi is responsible for account maintenance, processing various account transactions and providing clients with excellent care. She keeps our team organized and efficient by maintaining our system administration and keeping our social media and marketing up to date.
Her career in financial services began in 2017 at our LPL Financial Corporate Office. As valued Care Organization member at LPL Financial, Jessi provided support to LPL Advisors and their team members with day to day account needs.
Jessi is a proud native San Diegan. She bought her first home here at the age of 23 and currently lives with her Chihuahua Hei-Hei, and recently become engaged to her Fiancé: Michael! Jessi and Michael are foodies at heart and love to experience amazing food and dine at new restaurants around town. In her spare time, she enjoys expressing her creative side through art and music.