Client Services Assistant

Education: Pursuing a Bachelor of Science in Accounting and Business Management at Montana State University

Naturally driven and always smiling, Jessica is the newest member of our team. In addition to being a valued member of the Forthright Wealth Planning team, Jessica is earning her bachelor’s degree in Accounting and Business Management from Montana State University. With more than a decade of experience in Business Administration and Human Resources, she helps to keep the office running smoothly. Jessica’s responsibilities include client file organization, working on client reviews and serving as our in-house technology support.

Raised in Northwest Montana, she decided to settle in Honesdale, Pennsylvania, with her fiancé Rob. In her free time, Jessica lives a quiet lifestyle. She enjoys baking, knitting, painting and spending time with her family and friends.