Jessi joined Symbio Financial Partners in October of 2021 and quickly became an integral part of our team. Now serving as the Administrative Project Lead, Jessi oversees key administrative projects, ensuring that our operations run smoothly and efficiently. In this role, she manages account maintenance, processes various account transactions, and provides clients with top-tier service. Additionally, Jessi plays a crucial role in maintaining our system administration, while also keeping our social media and marketing efforts up to date.
She began her career in financial services in 2017 at the LPL Financial Corporate Office. As a valued member of the Service & Care Organization at LPL Financial, she provided essential support to LPL Advisors and their teams, addressing day-to-day account needs with precision and care.
A proud native of San Diego, Jessi lives with her husband Michael, and their adopted rescue Jack-Russel Chihuahua, Ruthie. Jessi and Michael are passionate foodies who love exploring new restaurants and savoring amazing food abroad and around town. In her spare time, she enjoys expressing her creative side through art and music, and getting active playing pickleball, snowboarding, and walking Ruthie.