Jessica Harvey

Jessica Harvey

Partner, Director of Operations

Jessica is the Director of Operations at U-Core Capital. She is the cornerstone of the Company’s client support, handles service inquiries, and steers daily office operations.

Jessica’s career in Operations and Practice Management began in 1997. Since then, she has been an integral part of the team [formerly known as Snyder Wealth Management], contributing her expertise for over two decades.

Jessica has taken inspiration from her parents, who immigrated from Sonora, Mexico, in the 1950s and fulfilled the American dream of financial success by starting two small businesses, buying their home, and contributing to their community. Above all, they were always humble and grateful. Jessica honors their entrepreneurial spirit and values today as a principal of U-Core Capital and in her commitment to empowering her clients to live richly.

She is accredited with Series 6 and Series 63 registrations via LPL Financial, holds a California life insurance license, and is U-Core Capital’s in-house Notary.

Outside the office, Jessica cherishes moments with her husband, Ben. They are animal lovers who owned 3 Great Pyrenees dogs and now have a feline companion, Kris. A golf enthusiast, she's played courses across California and is passionate about learning, Stanford football, cooking, and gardening.

Jessica looks forward to meeting you and welcoming you to U-Core Capital.

 

Fun Facts about Jessica:

Hometown        Colusa, California 

Sports Team     SF Giants 

Favorite Food   Tacos   

Indulgence        Reality TV