Jessica Herald

Client Servicing

Jessica is the team’s Client Concierge for the Cincinnati group. Jessica joined the group in November 2022 and has more than 16 years in the financial services industry. She is excited to bring her knowledge and experience to the team, and to enhance the overall customer experience through client events and excellent and efficient service.

Jessica graduated from Miami University with a degree in Psychology. She and her husband BJ reside in Alexandria, KY with their two children Logan and Sloane.

Contact Our Team

Set you an appointment with one of our team members today!