Jessica L. Cafferata, JD, CFP®

Director of Financial Planning


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Jessica Cafferata serves as the Director of Financial Planning. She joined the firm in 2014 and leverages her fiduciary experience to support the firm in compliance and financial planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jessica provides guidance on divorce, social security, insurance suitability and coverage, healthcare choices and other benefits, Medicare and LTC planning. Jessica began her career practicing family law before entering the financial industry.

Jessica is a member of The Military Order of the World Wars and the Dallas Bar Association - Probate, Trusts & Estates Section. Jessica and her husband David enjoy raising their two young children. Most weekends are graced with family and friends. Jessica enjoys symphonies, theater, reading and running.

Jessica graduated from Texas A&M University-Commerce in 2014, with a Master of Science degree in Accounting; Washburn School of Law in 2005 with a Juris Doctor; and the University of Kansas William Allen White School of Journalism and Mass Communications in 1999, with a Bachelor of Science degree in Journalism and Mass Communications.

“Compound interest is the eighth wonder of the world. He who understands it, earns it…He who doesn’t…pays it.”


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