Jesse joined the firm in February 2021 and currently serves as an Investment Specialist. In this role, she provides key investment support, including trading execution and money movement processing, helping ensure a smooth and efficient experience for both advisors and clients. With a strong attention to detail and a collaborative approach, Jesse plays an important part in supporting the firm’s investment operations. Prior to joining the firm, Jesse spent seven years at LPL Financial, where she was first introduced to the financial services industry and built a solid foundation in investment operations and client support. This experience continues to shape her thoughtful, behind-the-scenes approach to helping advisors deliver consistent, high-quality service.

Outside of work, Jesse enjoys traveling with her husband and trying new foods, with a particular love for international trips and road trips — especially heading north to the Pacific Northwest. She also values time spent with family and can often be found cheering on two nephews at their sporting events and other activities.

Contact Jesse

jesse@shahadvisors.com