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Senior Paraplanner

Miscellaneous Information

jessica roachJessica Roach joined Galecki Financial Management in June of 2007 and works with Greg and Melanie on the Financial Planning staff.   Jessica earned her Associates Degrees in Business Administration and Accounting from Indiana Business College in December 2006 and is currently studying to earn her CFP® designation.

Jessica has been trained in our Financial Planning and Asset Management Departments and continues to assist in each area. Jessica's main focus is to assist in the preparation of financial planning documents for client meetings. She requests and updates pertinent client information, updates client Financial Statements and prepares the meeting Agendas. In addition, Jessica is in charge of several special projects including credit freezes, HSAs and 529 Plans.

Jessica has a daughter named Kayla (1999) who she enjoys spending time with when not working or studying for her CFP. Jessica is a very important team member and GFM feels fortunate to have her on board.