Jess Allison
CFP®, Lead Advisor
Adventurous and well-traveled, Jess grew up in southern Washington with a large and tight-knit extended family. Her father’s job with HP allowed the family to travel widely and often, and it led Jess to a love of travel. She makes it her goal to visit one new country every year, and her adventures have included visiting Italy’s Amalfi coast, scuba diving in Belize, skydiving in Australia, and hiking Machu Picchu.
Jess brings that same passion to her role as lead advisor with Vista, where she gets to help clients pursue their own adventures and experiences. Her career in financial services started in 2009, when she completed an internship with Merrill Lynch. She joined the Vista team in 2021, and she appreciates the opportunity to help people with their financial lives while getting to know them — and their goals — on a deeper level.
Jess is a graduate of UW Foster School of Business, where she earned a Bachelor of Arts in Business Administration. She has passed the Series 65 exam and has also earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
When they aren’t traveling, Jess and her partner, Mark, enjoy staying active locally with his two young boys and their Siberian Husky.
Something you may not know about Jess: She loves woodworking! It’s a family tradition that started with her grandfather.
Connect with Jess Allison
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