Jessica Vasilic is a Client Associate with MRA Associates. In this role, she rebalances portfolios, performs investment analysis, assists with special projects, and compiles client data for reporting. Her focus is on providing high-quality service and support to investment advisory and wealth management clients.
Prior to joining MRA Associates, Jessica was a brokerage investment professional with the Vanguard Group and an operations team member for South California PGA. During her time with Vanguard, she gained valuable knowledge in identifying areas to enhance the client experience, educating clients of trade execution strategies, and providing investment advice. From May 2017 to September 2018, Jessica competed in tournaments nationwide as a professional golfer for the LPGA and affiliated mini tours. She earned a Bachelor of Science in Finance and a minor in sports management from the University of Arizona’s Eller College of Management. She played for the university’s women’s golf team and graduated magna cum laude.
In her free time, Jessica enjoys spending time with her friends and family, playing golf, hiking with her Dalmatian, and traveling. She is fluent in both English and Swedish, with a working proficiency of Norwegian.
The future of luxury travel is constantly evolving as new technology impacts our entire experience. People now have more options than ever before on where they can go, how they can travel, and what they can do once they arrive. This article takes a look at the most luxurious and technologically advanced travel destinations and experiences.
A safe harbor is a provision in law that provides protection from liability under specific situations or if certain conditions are met. In an effort to encourage companies to offer retirement plans to their employees, the Internal Revenue Service (IRS) and Department of Labor (DOL) offer a number of safe harbor provisions to protect plan sponsors.
Money. It’s how we buy groceries, pay for electricity, and save for retirement. There are thousands of books, TV shows, and movies all about money. It’s an essential part of our everyday lives, yet as soon as you bring it up during your Fourth of July BBQ, the room goes silent. Then all your friends and family are staring at you, wondering why you would say such a thing. You look around and find yourself asking, ‘What, is there something in my teeth?’.