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Previous to LUCAS WEALTH & RETIREMENT Jessie-Jo served as Vice-President of Alternative Investments at Woodforest Wealth- A division of Woodforest Bank based in The Woodlands, TX. Jessie-Jo started her Financial Services Career in 2018 with Amerilife- America's largest privately held retirement services and marketing firm, where she was promoted to Branch Leader within 6 months

"I love having the opportunity to serve while helping clients navigate towards and through retirement. I truly believe success lies in empowering others with tools and resources to live their BEST lives!" -Jessie-Jo

Prior to entering the Financial Services field, Jessie-Jo managed The Florida Region for Solar Energy Division of TESLA. 

Previous to TESLA, Jessie Jo spent 9 years in Executive Leadeship with Tommy Hilfiger (South East US Senior District Manager).

NOW- In love with running her own firm and the dozens of complimentary retirement seminars Jessie-Jo and Michael  provide yearly, Jessie-Jo embraces the relationships with clients and takes them "behind the curtain", providing the tools and resources for a retirement of abundance and prosperity while minimizing fees and confusing terminology.


- Money Management Florida, Texas, South Carolina, North Carolina -
Insurance Agent 
Investment Advisor  Florida, Texas, South Carolina, North Carolina
-Retirement Advisor Florida, Texas, South Carolina, North Carolina

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