Jessica N. Carpenter, CFP®
Associate Compliance Officer
As a member of our compliance team, Jessica helps ensure that we adhere to laws, Securities and Exchange Commission (SEC) regulations, and industry best practices. She’s also responsible for maintaining, coordinating and updating our compliance policies, procedures and materials.
A Certified Financial Planner certificant™, she most recently served as a financial paraplanner with another advisory firm. She holds a bachelor's degree in political science from The Ohio State University and attended Capital University Law School.
Jessica lives in Dublin with her husband and two dogs. She enjoys hiking, reading and spending time with her family.