Jessica, Wong, AFC®
Client Relationship Manager
Jessica joined Soltis Investment Advisors in 2019. She currently works as a Client Relationship Manager, working with advisors to provide exceptional service to clients. Since 2015, Jessica has worked various roles in real estate, personal & professional development, and wealth management offices. She graduated from Utah Valley University with a Bachelor of Science degree in Personal Financial Planning. While attending university, Jessica volunteered at UVU’s Money Management Resource Center as a financial coach/counselor. She holds the Accredited Financial Counselor® designation and loves helping people with budgeting, debt management, and changing financial behavior.
Jessica has many hobbies, but is most fond of running, yoga, rock climbing, and skiing. She enjoys traveling, cooking, and being a foodie with her husband. When she’s not pursuing a new hobby, she can be found with her husband and their puppy.