Prior to joining the Capital CS Group, Jessica was a Senior Vice President and member of the UBS Directors Club with almost two decades of industry experience. Her team’s mission begins with a deep understanding of a client’s unique needs. Whether you are an individual investor or represent a Homeowners Association (HOA), they recognize that your financial objectives are distinct. 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.

At Capital CS Group, her team prides themselves on being a cut above the typical investment advisors. Her firm stands out from the crowd by redefining the investment advisory experience to deliver excellence, transparency, and customized solutions to help you achieve your financial goals.

While working as an Investment Advisor, Jessica discovered that many HOAs struggled with optimizing their reserve funds and investments. Often, these associations lacked access to specialized investment advice tailored to their unique needs and objectives. Recognizing the gap in the market, she was determined to address this challenge and created a patent pending technology, HOA invest, that catered specifically to the investment recommendations for HOAs. HOA invest, allows HOAs to monitor their investments in real-time and make financial decisions more efficient and data driven.

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.

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  jessica@capitalcsgroup.com
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  949-447-5405