The Team

Jessica Morris

Jessica Morris

Director of Client Services

Phone: 
616.719.5008

Jessie Morris is our Director of Client Services.  Her primary responsibility is managing the day to day operations of our main office in Grand Rapids, MI.   In doing so she works with new and existing clients to guide them through our proprietary investment and insurance processes, assists Mr. Rasch in assessing clients' immediate and long-term needs, manages annual client reviews, assists with the firms’ marketing initiatives and even provides licensed notary public services.  Jessie prides herself on consistently delivering the highest level of customer service.  Ms. Morris is a graduate of The Ohio State University, and is still active in both accounting and marketing for the alumni association.

Securities offered through ValMark Securities, Inc.  Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor.
130 Springside Drive, Suite 300 Akron, OH  44333-2431. 1-800-765-5201.  Harvest Wealth Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

See our current Customer Relationship Summary (CRS) here: Form CRS Link

 

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