Our Client Services team helps ensure that your every interaction and transaction regarding your investment accounts, insurance, and financial plan runs smoothly. The team enjoys getting to know each client individually as it provides top-notch customer service. It is available as a friendly and knowledgeable first point of contact for your day-to-day inquiries, and you won’t meet a nicer group of people.
Operations Support Specialist
Before joining the BerryDunn Wealth Management team, Jess worked for the tax services group at BerryDunn (our affiliated accounting firm). She is active in Cornerstone Baptist Church in Scarborough, Maine, in both the music and children’s ministries. Jess resides in Scarborough with her husband, Matt, and their two sons.