Our Client Services team helps ensure that your every interaction and transaction regarding your investment accounts, insurance, and financial plan runs smoothly. The team enjoys getting to know each client individually as it provides top-notch customer service. It is available as a friendly and knowledgeable first point of contact for your day-to-day inquiries, and you won’t meet a nicer group of people.
Operations Support Specialist
As our Operations Support Specialist, Jess is indispensable in both client service and operations, allowing her to handle many different aspects of our clients’ needs. She is detail-driven and strives to exceed our clients’ expectations to deliver top-notch service. She’s our resident “tech expert” and loves to jump in to tackle a challenge to see our technology efforts assist us in a seamless and efficient client experience.
Jess loves to watch her boys play football and lacrosse and is active with the booster organizations that support them. She has been on staff with the Westbrook High School Marching Band since 1999 and relishes the chance get to help the kids grow as musicians and people. She is active in Cornerstone Baptist Church in Scarborough, Maine, in the Audio/Visual, Music and Children’s ministries. Jess resides in Scarborough with her husband, Matt, their two sons and their sweet Bernedoodle puppy, Dakota.
Jess holds her FINRA Series 6 securities registration through Commonwealth Financial Network®, member FINRA/SIPC.
Paraprofessional - Client Services
Elizabeth is a valuable member of the Daybreak Financial Partners’ client service and operations team. She works closely with Daybreak’s team members and clients to help implement our client’s financial plans by establishing and maintaining new investment accounts and helping the advisors organize client information and data in preparation for client meetings and client portfolio reviews.
Prior to joining Daybreak Financial Partners, Elizabeth was an integral part of the client services team of BerryDunn Wealth Management and NorthStar Retirement Strategies. She has over 9 years of experience in the personal lines insurance industry. Elizabeth is a graduate of Saint Michael’s College with a B. S. degree in Business Administration.
Elizabeth resides in Gorham with her two teenaged children, Anna and Will, and their sweet and always hungry cat, Wally. Outside of the office, you can usually find Elizabeth in an ice rink, on a lacrosse field or at a golf course cheering for her kids. She is an active supporter of Stages Youth Theater and the Center for Grieving Children.