Meet Your Team

Jessica Chaffee Director of Client Relations

Jessica Chaffee

Jessica brings a depth of experience to her role; she began working in the financial service industry in 2011 and is supported by four generations of financial professionals before her. She grew up in Edina, Minnesota, where she fostered her love for ice skating. Over her career, Jessica has served in the financial industry, while also coaching and competing in figure skating at the international level. Most recently, Jessica has coached the Washington DC EDGE team.

Having won three national championships, her invaluable experience in advising and leadership are apparent on and off the ice. Jessica believes that her experience in coaching, as well as finance, provides a strong framework. From this framework, she can assess our clients’ goals, create specifically crafted plans, and attain those goals. She is truly passionate about connecting with our clients and helping them with their individual needs.

Jessica leads a busy life with her husband, three children, and two rescue dogs. Her free time is dedicated to spending with her family – they love to spend time on the ice, and during summer they enjoy all that the outdoors has to offer, whether that be playing baseball or taking a trip to the beach.

Accreditations:

  • Bachelor’s degree in Arts from Miami University, Ohio

VA License # 1511386