A Financial Partner for Your Life of Possibilities
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Client Services Associate

Jess Wilson

 
 

Jessica Wilson, who goes by “Jess,” is the second smiling face of our client services team. Along with Client Relationship Manager Kathleen Lazor, she supports the day-to-day operations of delivering high-quality services and client satisfaction.

Jess was previously a corporate attorney, working both in private practice and in the Federal government. She graduated magna cum laude from James Madison University with a B.A. in International Affairs and Political Science and a minor in Spanish. She went on to get her J.D. at the William & Mary School of Law.

Jess lives in Oakton, Virginia with her husband, Greg, their four young children, and one pandemic puppy. She homeschooled their children for many years and most recently worked as a substitute teacher at their school. She enjoys volunteering and is a member of the National Charity League with her oldest daughter. She also is a parent dive representative for the Oakton Otters summer dive team. In her spare time, she likes walking with friends, spending time outdoors with family, and making memories over a delicious meal.