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Jessica Boehm

Jessica Boehm

Wealth Consultant, Managing Partner

Jessica Boehm has spent her entire career in the financial advising industry. She started out working as a receptionist in her father’s investment planning firm. She soon became fascinated with investing and finding ways to grow clients’ wealth. Jessica knew she found her calling and joined the firm as a financial advisor while pursuing a degree in Economics at the University of Houston.

Six months into her advising career, the recession of 2008 began. Jessica credits this time as being the moment that taught her the importance of hands-on and dynamic financial advising. She loves helping clients pursue their goals and prides herself on being accessible, engaged, and committed to clients so they always feel confident.

Outside of the office, Jessica enjoys spending time with her family, including her son and two dogs. She loves to cook, practice yoga, watch football, and read. She’s also served as a foster home for rescued dogs at the Safe House Rescue and volunteered at the Texas Children's Hospital. Jessica currently holds several security registrations including Series 7, 63, and 65 through LPL Financial.