Jessica Harvey

Jessica Harvey

Director of Operations

As our Director of Operations, Jessica provides our clients with ongoing support for service-related needs, coordinates investment transactions, and manages daily office activities. In doing so, she focuses on delivering to our clients an exceptional overall client experience, whether it is providing seamless access to their money or helping them behind the scenes as they pursue their goals to live richly.

Jessica began her career in Operations and Practice Management in 1997 and has been with Snyder Wealth Management, now U-Core Capital, for the past 22 years. 

She holds her Series 6 & Series 63 registrations through LPL Financial, is a licensed life agent through the State of California, and is U-Core Capital’s on-site Notary.

Jessica loves to spend time with her husband, Ben, their Great Pyrenees, Bella, and their two cats, Fritz and Kris, and enjoys golfing, cooking, and traveling. 

Fast Facts about Jessica:

Hometown - Colusa, California 

Sports Team - SF Giants 

Favorite Food - Tacos   

Indulgence - Reality TV