Jessi is a Consultant at F2 Strategy and a financial services professional with nearly 10 years of experience supporting advisors, clients, and investment teams. She has worked at the intersection of client service, technology, and operations, helping teams improve efficiency and deliver strong client outcomes.

Jessi most recently worked as a Wealth Strategy Associate at UBS Financial Services, where she partnered with financial advisors to support portfolio strategies, streamline client service operations, and improve team workflows. She has a strong focus on enhancing processes and leveraging technology to support both clients and internal teams. Throughout her career, Jessi has demonstrated a collaborative approach and a passion for learning, consistently looking for ways to improve how teams operate and deliver value. She brings a thoughtful, client-focused perspective to her work and enjoys supporting teams so they can operate more efficiently and confidently.

Jessi is based in Denver. Outside of work, she enjoys reading fantasy and science fiction novels, exploring local coffee shops, and spending time with her two cats.

What would you tell someone just starting out in the industry right now?

Always be curious. There is no such thing as a dumb question! Be open minded and remember that in order to grow, you need to get comfortable with being uncomfortable. 

What are you most passionate about in your role at F2 Strategy?

I’m passionate about helping people thrive and continuously learning new skills and technologies. I enjoy finding ways to support teams so they can focus on what matters most and feel confident in their work. 

Who or what inspires you in your job?

I’m inspired by people who look at challenges from new angles and find creative ways to improve how things work. It’s especially rewarding to see how thoughtful strategy and technology can simplify complex processes and make teams more effective.