Jessica Orlouski has been the Operations Manager since March 1st, 2013. Jessica is responsible for preparing and managing new account paperwork, account transfers, processing account transactions and customer requests.
Jessica plays an integral role in making sure the company operates smoothly and efficiently. She works as the liaison between clients and the advisors to ensure clients’ needs are addressed promptly and fully.
Jessica also has experience as an analyst, is a Financial Paraplanner Qualified Professional, and maintains Series 6 and Series 63 Securities registrations through LPL Financial.
She received a B.S. degree in Business Administration from Wayne State College. Since graduation, Jessica has held positions at Allstate Financial, Colonial Surety Company, and Chestnut Investment Group. Jessica has over 15 years of industry experience.
Jessica and her husband, Jeff, have one daughter, Alexandra. In her free time she enjoys spending time with her family and friends, swimming and reading.