JESSICA TOMAC

As an Edward Jones financial advisor, I believe that truly effective financial strategies begin with a deep understanding of your unique goals, values, and vision for the future. Before you invest your money, I invest my time-collaborating closely with you, your CPA, attorney, and other trusted professionals to develop a comprehensive strategy aligned with your objectives.  

I began my career with Edward Jones in 2013 and became a limited partner in 2018. Over the years, I 've held multiple leadership positions, including field trainer, diversity inclusion specialist and mentor. I've also completed six asset-sharing programs, a reflection of my commitment to firm collaboration and long-term growth. 

I hold multiple advanced industry designations, reflecting my dedication to expertise and holistic planning: 

- AAMS™ Accredited Asset Management Specialist - 2017: Focused on investment strategy, asset allocation and selection, executive compensation and benefit planning.

- CFP® Certified Financial Planner - 2019: Comprehensive knowledge in tax-efficient investing, estate considerations insurance, retirement, and education planning.

- ChFC® Chartered Financial Consultant - 2020: Specialized in financial strategy for business owners, risk management, and retirement solutions. 

- CEPA® Certified Exit Planning Advisor - 2023: Helps business owners prepare for and execute successful exits by aligning personal wealth and business value.  

I earned my bachelor's degree from Adrian College and have lived in this community for over 20 years. Giving back is a central part of my life and practice. I'm especially passionate about helping widows, divorced women, and single women gain the confidence in understanding where their money is and what it's doing - both now and for the future.  

I firmly believe that investment strategies should be tailored to you-not based on generalized rules or life-stage assumptions. We offer sophisticated investment solutions designed to grow and protect wealth, minimize taxes, and support philanthropic goals and legacy planning. 

If you're looking for a long-term partner who brings expertise, integrity, and genuine care, I'd welcome the opportunity to help you navigate your financial journey with clarity and confidence. 

Please contact me to explore how we can move forward-together. 

As an Edward Jones financial advisor, I believe that truly effective financial strategies begin with a deep understanding of your unique goals, values, and vision for the future. Before you invest your money, I invest my time-collaborating closely with you, your CPA, attorney, and other trusted professionals to develop a comprehensive strategy aligned with your objectives.  

I began my career with Edward Jones in 2013 and became a limited partner in 2018. Over the years, I 've held multiple leadership positions, including field trainer, diversity inclusion specialist and mentor. I've also completed six asset-sharing programs, a reflection of my commitment to firm collaboration and long-term growth. 

I hold multiple advanced industry designations, reflecting my dedication to expertise and holistic planning: 

- AAMS™ Accredited Asset Management Specialist - 2017: Focused on investment strategy, asset allocation and selection, executive compensation and benefit planning.

- CFP® Certified Financial Planner - 2019: Comprehensive knowledge in tax-efficient investing, estate considerations insurance, retirement, and education planning.

- ChFC® Chartered Financial Consultant - 2020: Specialized in financial strategy for business owners, risk management, and retirement solutions. 

- CEPA® Certified Exit Planning Advisor - 2023: Helps business owners prepare for and execute successful exits by aligning personal wealth and business value.  

I earned my bachelor's degree from Adrian College and have lived in this community for over 20 years. Giving back is a central part of my life and practice. I'm especially passionate about helping widows, divorced women, and single women gain the confidence in understanding where their money is and what it's doing - both now and for the future.  

I firmly believe that investment strategies should be tailored to you-not based on generalized rules or life-stage assumptions. We offer sophisticated investment solutions designed to grow and protect wealth, minimize taxes, and support philanthropic goals and legacy planning. 

If you're looking for a long-term partner who brings expertise, integrity, and genuine care, I'd welcome the opportunity to help you navigate your financial journey with clarity and confidence. 

Please contact me to explore how we can move forward-together.