Jessie Morotto, FPQP®

Jessie joined the team in 2017 and has had experience in the insurance industry since 2014. As a licensed Operations Manager, her focus is on assisting clients during their financial planning and asset management experience. She is our first point of contact, handles many different service requests and keeps everything running smoothly.

Jessie is an avid traveler, when you meet her ask her about where she’s been and where she plans on going. When she’s not working or on an airplane, you can typically find her doing yoga, reading, or with her friends and family.