Professional

After growing up in Detroit, Jessica Majeski began her career as a chemical engineer working in product design and business development at a fuel cell company in West Palm Beach where she established and maintained executive-level strategic relationships with potential distributors, investors, and component suppliers who played a key role in commercializing an emerging fuel cell technology.

Jessica later accepted a project management position with a consulting firm in Seattle where she investigated the technology trends, commercialization status, and economics of various distributed energy technologies.  Her clients included electric and gas utilities, government agencies, and energy industry organizations.

After a six-year career in the energy industry, Jessica started a financial security practice with Northwestern Mutual in January 2005.  Her personal experiences among her own family and friends made her realize the importance of having a financial security plan.  That belief and conviction is evident in the passion that she brings to the table in developing recommendations and sound financial plans for her clients. 

Jessica utilizes her broad-based business experience in operations, engineering, business development, and problem solving to develop creative solutions for her clients to help meet  their personal, professional, and financial goals, while preparing them for whatever life delivers.  She strongly believes in educating her clients on financial security and providing them with customized solutions to achieve their objectives.

Jessica works with professionals and entrepreneurs throughout the country in their financial planning, with a focus on retirement income and long-term care planning.  She specializes in:

  • Needs analyses and audits for life insurance, disability income insurance, and long-term care insurance.
  • Long-term savings solutions for retirement, business growth, education and other specific objectives, while balancing goals for liquidity, tax strategy, asset protection, and market risk.
  • Retirement income plans to maximize spending and help ensure income needs are met for life.
  • Business succession solutions at death, retirement, and disability.
  • Employee retention, key person protection, and non-qualified supplemental executive
    retirement plans.
  • Estate solutions optimized from personal, financial, and tax perspectives.

Jessica M Majeski, CFP®, ChFC®, CLU®, RICP®, CLTC

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck