JESSICA OLSON

Asset Alignment Coordinator

Jessica is your trusted advisor when it comes to aligning your assets with trust. As Asset Alignment Coordinator, Jessica works closely with clients during this critical phase of the planning process to properly align their assets with their estate plan. She brings an enthusiasm and commitment to excellence that clients really appreciate.

“Everyone shines, given the right lighting.”

– Susan Cain

Get to Know Jessica

Jessica was born in Jacksonville but grew up in Middleburg, Florida. She recently moved back from Virginia Beach. She really enjoyed being there but happy to be close to family. She has two children, Mason and Emberlyn. They adopted a new puppy named Huxley. She loves plants especially succulents and cacti. She enjoys going to Jacksonville Jaguar games, laying by her pool, and shopping. She likes to also go kayaking, camping, and golfing.

Meet Our Team

START PROTECTING YOUR LEGACY TODAY

Book Your Call

If you are committed to solving your planning needs and want to work with our skilled and experienced team, the first step to get started is booking your 15 minute phone call.

Explore Your Planning Needs

During the call, we will find out what your planning needs are so we can see if we can help you. We will also figure out if we would be a good fit for each other.

Schedule Your In-Person Consultation

At the end of the call, we will set up a time to meet with the team and create a plan that will protect your family and preserve your legacy.

Get to Know Jessica

Jessica was born in Jacksonville but grew up in Middleburg, Florida. She recently moved back from Virginia Beach. She really enjoyed being there but happy to be close to family. She has two children, Mason and Emberlyn. They adopted a new puppy named Huxley. She loves plants especially succulents and cacti. She enjoys going to Jacksonville Jaguar games, laying by her pool, and shopping. She likes to also go kayaking, camping, and golfing.