Jessica has worked closely with Bill Pagano since 2018 as his Business Manager and Financial Planning Assistant. In this role, she oversees the operational and service support functions for his clients while also assisting with the financial planning process. Her attention to detail and commitment to client service ensures a seamless and personalized experience.
With more than 20 years of experience in the financial services industry, Jessica brings a seasoned, solutions-oriented perspective to her work. She is known for her reliability, professionalism, and ability to keep complex processes running smoothly behind the scenes — all while building strong relationships with clients and supporting their long- term financial goals.