FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Jessie Nason

Jessie Nason

Client Engagement

Jessie joined our team in June of 2022. Her role includes client engagement, client information management, social media and website oversight. She also works on marketing materials for us. 

Jessie is a lifelong resident of Andover, MA.  She graduated in May of 2019 with a degree in Business Administration and a concentration in Management from Gordon College where she was a four-year college volleyball player.  She enjoys the beach, travel and many outdoor activities.  Jessie currently works remotely from Denver, Colorado