Jessica Perkins

Jessica L. Perkins

Financial Planning Associate

Jess is an energetic and tech-savvy individual. As a member of Gen Z, she is particularly 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 repayment of student loans, 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, she graduated Summa Cum Laude from Johnson & Wales University with a B.S. 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 currently pursuing her CERTIFIED FINANCIAL PLANNERâ„¢ certification.

Outside of work, Jess frequently hikes, camps, visits museums, and cooks. Active in her community, she runs financial wellness seminars for young women associated with Visions & Pathways and fixes up bikes at the Bez Bike Co-Op.