Jessica L. Lopez
Jessica Lopez joined Arista Wealth Advisors in August 2016. Jessica graduated from the College of Saint Rose in 2015 with a Bachelor of Science in Communication Sciences and Disorders. She brings with her multiple years of experience in customer service and the hospitality industry. Jessica has plans to begin coursework for her CFP program in early 2017.
Her extensive experience in working with many people in a variety of settings, including her client relationships as an event planner and serving people with developmental disabilities thru her CSD major, brings a valuable skill set for client relationships making her a wonderful addition to the team. Jessica is responsible for administrative tasks, assisting Tim and Karin with client relationships, assisting with trading and rebalancing of client investment accounts, and monitoring clients’ financial situations with attention to detail and accuracy.
In her spare time, Jessica enjoys outdoor activities such as hiking, skiing, kayaking, and boating. Jessica also enjoys traveling, and spending time with family, friends, and her boyfriend Jordan.