Jessica joined Callan Capital in March 2022 as Managing Director of Financial Planning. As a Juris Doctor, CERTIFIED FINANCIAL PLANNER™ practitioner, and Certified Divorce Financial Analyst®, Jessica is a fiduciary with considerable wealth management experience in financial planning, risk management, insurance, tax, and estate planning. Jessica has held positions as director of financial planning, chief compliance officer, wealth advisor, and family law attorney.
Jessica graduated from Texas A&M University-Commerce in 2014, with a Master of Science degree in Accounting; Washburn School of Law in 2005 with a Juris Doctor; and the University of Kansas William Allen White School of Journalism and Mass Communications in 1999, with a Bachelor of Science degree in Business Communications. Jessica is a member of the Dallas Bar Association – Probate, Trusts & Estates Section.
Jessica and her husband David enjoy raising their two children and weekends are graced with family and friends. Jessica enjoys traveling, symphonies, theater, reading and running.