Jessica Elliott

Manager, Wealth Services

Jessica Elliott started her career in the financial industry in 1990 and has a comprehensive background that complements her team.   As the Manager of Wealth Services at Lumin Financial, Jessica assists our Wealth Management clients and always strives to deliver superior service.  She is involved in the Financial Planning aspect of our practice and enjoys helping clients continually refine their plan to achieve their goals and vision of financial success.  Jessica is also our point person for the Lumin Client Portal.  It is her goal to help clients gain financial confidence, have on-demand access to their accounts, and maintain information security in one easy-to-use location.

What experience prepared Jessica for her role at Lumin?

Working in the industry for over 30 years and holding a variety of positions including Registered Representative, Marketing Coordinator, and Client Service Manager, have made her a well-rounded team player who can empathize with our clients and their needs.  Jessica is genuinely curious about people and enjoys getting to know our clients on a deeper level to best support them in reaching their goals.

What does Jessica like to do for fun?

Jessica enjoys spending time with her husband, Bill and daughter, Bailey.  You will find them at the soccer field, golfing or boating.