Jessie Tisdale brought a background in client service and relationship building to her role in the wealth management industry when she joined EP Wealth Advisors in 2022. Jessie’s previous responsibilities included providing top-quality service to clients working in digital marketing and insurance. She was drawn to financial services because she really believes that financial planning can change lives. As a Client Relationship Associate, Jessie enjoys building connections with clients and helping them improve their lives through financial planning. Her goal is to make every client feel that they are working with a firm that prioritizes them and genuinely cares about their financial well-being. Outside of work, you can find Jessie hiking, salsa dancing, or reading a good book. To satisfy her creative spirit, she also enjoys singing opera and painting.
Pepperdine University, B.A. Magna Cum Laude