Jessi Mart

Jessi joined our team in March of 2025 as our Office Manager.  With over 15 years of experience running her own business, she brings a strong background in client service, project management, and creative problem solving.  Her transition into the financial industry was driven by a passion for helping people and a desire to build meaningful relationships through organized, detail-oriented support. 

In her role, Jessi works closely with clients-coordinating meetings, managing communication, and processing essential paperwork.  She is committed to providing a smooth and personalized client experience, using her entrepreneurial mindset and service-driven approach to support the team's daily operations.

Outside of the office, Jessi enjoys spending time with her daughter, fiancé, and family, exploring creative outlets and nurturing her love of plants, design and all things outdoors.