Prior to joining the Capital CS Group, Jessica was a
Senior Vice President and member of the UBS Directors
Club with over a decade of industry experience. Her
team’s primary focus and background is dealing with
retirees, professionals, and business owners in the
retirement/rollover market. Her team is committed
to developing long-term relationships through a high
level of service, ongoing dialogue, and customized
investment solutions. Jessica has been recognized for
her commitment, talent, and expertise over the course of
her career. She was named Morgan Stanley’s top female
Financial Advisors Associate for 2011-2014 before joining
UBS. Jessica was also honored as one of UBS’s 2015 and
2016 Top 35 under 35 recipients.

Today, working with the team’s corporate executive clients
and their equity compensation challenges, Jessica
focuses on financial planning to strengthen each client
relationship. She views each clients’ goals as a planning
opportunity rather than an obstacle. Through her
discovery process, Jessica can help clients identify their
priorities and pursue their goals with greater confidence.

Jessica earned her B.A. in business administration with a
concentration in finance from California State University,
Fullerton. She also earned the Chartered Retirement
Plan Specialist and Chartered Retirement Planning
Counselor designations, the Series 66, and insurance
license. She and her husband, Nick, enjoy music, travel,
and spending time with their daughters.

• 
  jessica@capitalcsgroup.com
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  949-447-5405