portrait of Jessica Crow
FINANCIAL ADVISOR
Accepting New Clients
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About Jessica

Visiting a financial advisor can be intimidating. Discussing budgeting, retirement strategies and estate considerations with a stranger can be a painful experience. Let me get to know you. It isn't your job to be an expert. I am here to listen, provide guidance and support you through your journey. In times of great success and paralyzing difficulty, I will help you navigate your financial life. I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn.

I deeply care about my clients and their families and have a passion...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Special Needs Financial Considerations
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oklahoma State UniversityBachelors

Personal Interests

  • Running
  • Fishing
  • Volleyball
  • Yoga
  • Traveling

Team Members

  • Ethelynn Cheek
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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