Jessica Koch

Jessica Koch

Client Relationship Manager/Paraplanner

Jessica joined Bailey & Beatty as a paraplanner in January 2019 to help provide our clients with technical and administrative support. She brings more than 14 years of experience in the financial services industry working for local community banks and a private equity investment firm. Before joining Bailey & Beatty, Jessica worked at Union Savings Bank where she started as a retail branch manager in the Bethel office before she moved into the wealth management/financial planning business. She has many years of experience using planning software to help clients achieve their retirement goals.

Jessica graduated from Lincoln Technical Institute specializing in automotive technology and repair. She also attended the Connecticut School of Finance Management, graduating in 2015. Jessica holds FINRA Series 7, 24, and 66 securities registrations and is insurance licensed in Life in Connecticut.

Jessica enjoys yoga, paddle boarding, and Formula One car racing. She lives in Ridgefield, CT with her husband and daughter.