Meet Jessica
Jessica is a Wealth Advisor based in Portsmouth, New Hampshire. She joined Mercer Advisors through the acquisition of Charter Oak Capital Management where she served as Sr. Financial Advisor and Director of Education and Training. She began her career in wealth management in 2005 at Sensible Financial Planning and Management. Jessica earned a B.S degree in finance and a M.S. degree in financial planning from Bentley University. She is also a CERTIFIED FINANCIAL PLANNER® professional. Jessica finds motivation in service that combines deep client relationships, thoughtful problem-solving, and meaningful impact.
Jessica’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jessica has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
Her working style
Jessica is naturally organized, curious, and solution-driven. She builds close, trusted relationships with her clients, guiding them through difficult transitions while also celebrating meaningful achievements. Her advice is grounded in transparency, with a strong emphasis on educating clients so they can feel confident and informed in their financial decisions.
Jessica in real life
What keeps you busy outside of work?
Most of my free time is spent with my husband and our two active kids. We enjoy skiing, playing golf, visiting the beach, and traveling.
Favorite thing about where you live?
My favorite thing about living in Seacoast Maine is the change of seasons, with each one bringing something new to enjoy.
Any words you try to live by?
Work hard, tell the truth, and don’t take things too seriously.
Jessica’s snapshots
Meet Jessica’s Teammates
Chase Rosa
Relationship Manager
What Jessica Says
Chase keeps us organized and on track, which allows our clients to feel supported, informed, and confident every step of the way.
Emma Bean
Principal
What Jessica Says
During the transition to Mercer Advisors, Emma’s leadership played a critical role in supporting our clients. Her clear direction and steady approach maintain consistency and trust, helping to ensure clients continue to receive thoughtful, coordinated advice.
Samuel Reid
Sr. Wealth Advisor
What Jessica Says
Working with Sam on shared clients allows us to deliver comprehensive advice, particularly in the area of estate planning. Sam’s experience as an attorney brings valuable legal insight to complex planning decisions.
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