Jessica L. Perkins, CFP®, CIMA®

As a CERTIFIED FINANCIAL PLANNER™ professional and a member of Gen Z, Jess is passionate about
multi-generational planning and learning about how to best serve the upcoming generations. She deeply
empathizes with the younger generations who are at pivotal places in their lives. Jess is enthusiastic
about helping these clients navigate the new financial decisions that arise during these stages in life,
such as career development, repayment of student loans, learning about investing, buying a home, and
purposefully saving.

With technology and the global financial markets evolving constantly, Jess takes care in keeping our
clients up to date with the latest in the financial planning industry. She specializes in generating financial
reports and analyzing data using tools such as Excel. She enjoys helping clients navigate complex topics
such as investment asset allocation, risk tolerance, and traversing through transitional life phases.

In just two and a half years, Jess graduated summa cum laude from Johnson & Wales University with a
BS in Business Management and a minor in Economics. Afterwards, she was eager to continue her
professional growth. She joined the Heritage team in 2020, during the midst of the novel COVID-19
pandemic. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst® (CIMA®) professional.

Outside of work, Jess loves to travel, host dinner parties, spend time outdoors, and rollerskate. Active in
her community, she delivers groceries and cooks meals for local families in association with St. John’s
Church of Boonton and Mutual Morris.

Licenses and Designations

• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Certified Investment Management Analyst® (CIMA®) Professional