About me

I am honored to be able to serve clients in Central Florida and throughout the United States. My passion and focus is centered around building relationships by investing time in understanding what is truly important to you. I use an established process to develop personal strategies to help you reach your goals and will partner with you throughout your life to keep you on track. 

I have 20 years of experience providing personalized financial service to business owners, families and 401(k) plans. Prior to JessLee Ventures, I spent 15 years at Google.inc, including managing operations, special projects, client consultation and industrial engineer analysis.