Capital Strategies, Beyond Wealth
Jessica Mosman is an accomplished financial and marketing professional with extensive experience in leading financial guidance services and marketing strategies. Currently serving as the Chief Executive Officer at Financial Integrated Solutions since September 2015, Jessica specializes in comprehensive financial services, including retirement planning and insurance solutions. In addition, Jessica holds a partnership position with Capital Strategies, Beyond Wealth, where retirement and financial strategies for individuals and businesses are emphasized. Prior experience includes a successful tenure as an agent with New York Life Insurance Company and various marketing leadership roles in diverse industries. Jessica is a graduate of Texas Tech University at Angelo State and Austin Community College, focusing on marketing and business.
Capital Strategies, Beyond Wealth
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing