Jessica Baumgartner

It all starts with a conversation—listening closely and meeting each client exactly where they are. The big question we want to answer is: What are they trying to achieve in the near term and over the long term?

Everyone has a unique relationship with money, shaped by their personal experiences and values. That’s why I believe it’s essential to gain a deep understanding of what truly matters to each client. This foundation helps guide our conversations and allows me to create a financial plan that’s thoughtfully aligned with their goals. And because life brings change—births, losses, career shifts, retirement—I take pride in delivering tailored guidance that can evolve alongside each client’s life circumstances.

Throughout our partnership, I endeavor to build a lasting, meaningful relationship so I can offer steady support and guidance. I also value collaborating with clients’ tax, legal, and insurance professionals to help ensure they have a well-coordinated, efficient strategy that supports every piece of their financial picture.

I genuinely care about the personal and financial well-being of each of my clients and their families. Over the course of a single day, I might celebrate the arrival of a grandchild, hear about a child heading off to college, or support a family through the loss of a loved one. It’s a privilege to walk alongside clients through life’s many transitions—the joyful milestones and the more difficult moments alike. That sense of connection is what makes this work so meaningful to me.