Jessica Peshek, FPQP®
Client Service Associate
Jessica Peshek joined Box Financial Advisors in May 2021 as a Client Service Associate, where she takes pride in contributing to a smooth client experience. Prior to joining the Box Financial team, Jessica worked in relationship management and administration, including 10 years of client services in the wealth management industry.
As a part of the Box Financial team, Jessica is the main point of contact for Cyrus Shabaz, Jeff Severtson, and Dan Adam's clients and will assist with a wide range of client service needs. Her responsibilities include fostering strong client relationships and facilitating service requests such as new account openings, check requests, address changes, beneficiary updates, scheduling appointments, and maintaining accurate client records.
Jessica graduated from Concordia College in 1996 with a degree in Music and Religion. She currently holds her Certified Professional Coach (CPC) and Energy Leadership Index Master Practitioner (ELI-MP) through the accredited programs at iPEC (the Institute for Professional Excellence in Coaching). She became a Financial Paraplanner Qualified ProfessionalTM in 2022.
Get to Know Jessica:
- Jessica has visited 15 different countries through her college choir tour and Up with People. Germany, Russia, Hungary, Poland, Latvia, Lithuania, Estonia, Sweden, Finland, Norway, the Netherlands, France, Austria, Canada, and Mexico, to be specific!
- She is a proud pastor’s kid! Her dad retired from First Lutheran in Alexandria, MN.
- Jessica is a performer at heart. In high school, she performed in 2 community musicals (Hello Dolly and Guys & Dolls) and was The Mother Abbess in her high school’s The Sound of Music. She was in the chorus for an opera while in college, and sang with Up with People for 1 year and traveled with them for 2 years after college.
Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.