Jessica Richey
Portfolio Administrator

Jessica knows how to give her clients the reassurance that they’re being taken care of well. Her secret? She communicates effectively and is always proactive. For instance, Jessica remembers the time a client had several 401Ks and 403Bs that he wished to roll over. So she initiated an hour and a half long conference call with he and his representative to get all the information she needed to successfully navigate all the paperwork. Jessica is well-grounded and has always lived by a great bit of advice she received:

On weekends, she enjoys getting a workout in by taking long runs along the waterfront or exercising her vocal chords by cheering on the Portland Timbers.
503.291.4487 | jessica@vistacp.com | LinkedIn
B.A. Finance
Linfield College
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