Jessie Dugan

WHO WE ARE

OUR DIFFERENCE                    OUR TEAM                    CONTACT US

JESSIE DUGAN

Jessie joined the Financial Life Advisors team in 2020 as the Culture Officer. Her background includes over 15 years of leadership and management experience in healthcare, education, and technology. She has a passion for developing culture, and leading teams, and growing businesses that exceed expectations. Jessie is excited to be a part of a knowledgeable team providing exceptional personalized experiences that will help our clients focus on what matters most!

Areas of Service

  • Create and develop relationships with prospective and current clients
  • Continue to improve and enhance our client-service culture
  • Enable the entire team to work most effectively and efficiently to reach their goals
  • Enhance our technology integrations to improve client and team experiences
  • Strategic planning and implementation to improve and evolve firm operations

Meet Jessie

Jessie grew up and attended college in the Midwest and came to San Antonio after graduate school. She holds a Bachelors of Arts in Psychology and a Doctorate of Physical Therapy. She enjoys spending quality time with family, friends, and her pups!

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PROFESSIONAL AFFILIATIONS