Jessica Wallace serves as Vice President, Chief Compliance Officer, and Chief Operating Officer of Financial Management, Inc. Since joining the firm in 2007, she has held a range of roles across operations, client service, and compliance, providing her with a broad understanding of the firm’s structure and client needs.

In her current role, Jessica is responsible for overseeing the firm’s compliance program and operational functions, while also maintaining involvement in client relationships. She works with individuals, corporations, retirement plans, endowments, foundations, and charitable organizations, supporting the consistent application of fiduciary processes and internal policies in accordance with regulatory requirements.

She is a member of the firm’s leadership team and contributes to strategic planning and ongoing organizational development. Jessica remains actively involved in client relationships and supports long-term continuity of service across the firm.

Jessica is an Accredited Investment Fiduciary Analyst (AIFA®), awarded by the Center for Fiduciary Studies, and an Investment Adviser Certified Compliance Professional (IACCP®), awarded by COMPLY and the Investment Adviser Association (IAA).

She earned her bachelor’s degree in Finance, with an emphasis in Financial Services and Risk Management, from the University of Arkansas at Little Rock.

Jessica lives in Paron, Arkansas, with her husband, Clint, and their two children, Ellie and Waylon.