Jessica heads up our Compliance and Operations Teams and has had a very established career in Finance. She started as an equity trader at UMB and has worked with Sarver Vrooman Wealth Advisors since 2008, supporting the Team’s efforts by providing detailed, high-quality client service. Jessica has an unmatched attention to detail and is the Team’s Chief Compliance Officer and Chief Operating Officer for SVWA.
Jessica is responsible for all administrative, operational and compliance tasks including: distribution requests, paperwork, tax reporting, trading, scheduling appointments, statement questions, essentially anything account or compliance related runs through her. Jessica earned an undergraduate degree from the University of Missouri-Kansas City in 2002, an MBA in finance from Avila University in 2006, and holds the Series 65 securities registration. Jessica lives with her husband and daughters in Lee’s Summit, MO.
When she is not helping clients, Jessica enjoys traveling, reading, baking, and everything holiday related.