HOW DID YOU GET HERE JESSICA?
“Believe it or not, I’m an English major. I started a career in advertising in L.A., but 9/11 made me reconsider my priorities. I moved to Vail, Colorado for several years where I worked very hard for very little in exchange for playing on some of the most beautiful land in the world. In 2006 my father invited me to move back to the Midwest to help market his broker-dealer. He was a former regulator and had owned independent contractor BDs since the ‘80s. Together, we built an M&A division from the ground up…we went from zero to over 80 middle market advisors with over thirty locations. I enjoy analyzing the maze of securities rules, laws, case law, and figuring out how they truly apply to our business and then figuring out how to make that as simple and quiet as possible within the M&A process. I like the freedom of running a niche firm that licenses individuals who run their own niche companies. There are lots of highly successful, independent minded people around. Its an exciting space full of individuals who always come to the table with interesting ideas.”
TELL US ABOUT MAS.
“We respect our associates, the expertise they bring to the table, the time they commit to their clients, the energy they’ve put into building their own firms. We view them as partners. We strive for simple processes that are appropriate for our space and commit to educating our associates as to why certain requirements apply. A professional, personal, accessible staff allows for a small firm experience, a consistent relationship, an expected level of service. We at the home office are comprised of all non- producers who operate in a culture of compliance. We are truly the compliance department down the hall. We are on top of what needs to be done to satisfy regulations and will lead our guys through the process. Oh, and we like to be funny once in a while too.”
FREE TIME?
“I spend most of my free time on the sidelines watching my sons Nico and Mateo play soccer. My husband Vince and I like to travel when we can and yoga and Pilates help to keep me calm!”
