JESSICA BARTHOLOW
Client Care Coordinator
Jess provides a warm reception for all our clients’ requests, swiftly identifying their needs, and then skillfully addressing these herself or delegating them to colleagues. Her aim is always to ensure our clients receive the best support and timely responses we can offer.
At the heart of Jess's approach is a genuine interest in understanding the unique needs of each client. She takes great pleasure in learning how our personalized solutions can optimize our clients' financial plans, subsequently influencing their future success both financially and personally.
Her aptitude for deep understanding and commitment to individual service makes her an invaluable asset to our clients and our team.
Jess embodies our 'Living Life BIGGR' ethos through her exploration and appreciation of the world. Despite its many complexities, Jess approaches life and her work with an open heart and a sense of adventure, always accompanied by those she loves. She perceives life's challenges and blessings through a lens of gratitude, striving to learn and grow from every encounter and experience.
Being a conduit of kindness and generosity is intrinsic to Jess's character. Her interactions are always marked by a warm spirit and genuine care for others. Her journey is not just about moving forward but also about crossing paths with others, enriching their lives, and her own, with authenticity and positivity.
Jess brings an air of curious exploration and profound understanding to our team, both in her interactions with clients and colleagues alike. We are truly lucky to have Jess, a constant embodiment of 'Living Life BIGGR', in our team.
