Jessica Swan


Team Leader

Ph: 248.716.6129

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Jessica is responsible for the day to day operations of the Outsourcing department. Her responsibilities include leading the team, preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Jessica holds a bachelor’s degree Business Administration from Alma College. In her spare time, Jessica enjoys spending time with her family, and friends, playing soccer, biking and traveling to her favorite place in Michigan, Traverse City.