TeamJK.jpg

Jessica Kreger, CFP®

Financial Advisor & Marketing Manager

Why I Became a Financial Advisor

I was lucky to find my way to this profession during my senior year of college at Bentley University.  My junior year of undergrad I declared my major in finance , but I was struggling with how I would use my skills and knowledge in a way that would help people.  At the time, I viewed most jobs in the world of finance in a negative light.  I didn’t want to sell things, and I cared more about helping people than I did about a corporation’s bottom line. 

By chance, I enrolled in a personal finance course and a light-bulb went off.  This was a career where I could use my number-crunching skills and knowledge to help people save money and attain far off goals.  I ended up getting hired as an intern at a fee-only wealth management firm where the focus was on providing the best possible service for clients at the fairest price.  I had found the career I was looking for!  Almost fifteen years later, this career continues to provide great personal satisfaction.  It’s a fantastic feeling to see clients reach their goals and achieve peace of mind with their financial situation.

5 Things to Know About Me

1. I grew up in Scarborough, Maine and returned to this great state in 2014 after 10 years of living in the Boston area.
2. I love traveling and have summited Mt. Fuji in Japan and swam in the Dead Sea in Israel.
3. I have a certificate in interior decorating & staging and I owned an online decorating company.
4. I got married (and divorced) in my 20s and remarried an old college friend in my 30s.
5. I love food and wine and will try any food at least once.

Professional Bio

Jessica Kreger is a Financial Advisor and the firm’s Marketing Manager. She has more than 10 years of experience working in fee-only financial planning and investment management and holds the highly respected Certified Financial Planner™ designation. She served as Project Coordinator for NAPFA Genesis, and is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Before joining RSWA, Jessica worked as an investment analyst and financial planner at fee-only firms in Massachusetts and New Hampshire. She holds a master’s degree in financial planning and bachelor’s degree in finance, both from Bentley University.

Personal Bio

Jessica makes her home in Eliot, ME with her husband, Matt, their two young children, Hudson and Gracelynn, and their two dogs. Before having kids Jessica enjoyed playing golf, skiing, traveling and fine dining. These days she spends her free time soaking up special moments with her kiddos and working on the occasional home improvement project.

 


Back to About