Jessica McDonald

Operations Manager

Jessica McDonald is the Investment Operations Manager who serves client needs.  She enjoys working with clients to solve complex challenges as well as responding to compliance inquiries.  She is performance driven and loves to see clients achieve their goals with quality, strength, and integrity.  Jessica graduated from the University of Alabama at Birmingham with a B.S. in Mathematical Reasoning with a minor in Middle School Education.  She is completing her Master's of Science degree in Financial Family Planning and Counseling from the University of Alabama and will pursue the Certified Financial Planner™ (CFP®) designation.