Jessica Halferty

Client Service Associate

Jessica has always found joy in helping others.  She is driven by watching people succeed and fulfill their dreams.  Jessica joined Confluence Financial Partners as a Client Service Associate in order to assist her financial advisors in helping their clients discover ways to accomplish just that.

After graduating California University of Pennsylvania in 2012 with a Bachelor of Arts degree in Communication Studies, Jessica began her career in the financial services industry working in operations at PNC Investments.  She learned the importance and positive impact a financial advisor has on families when she worked as a Client Solutions Specialist.  Watching her financial advisor’s clients succeed in their financial dreams drove Jessica to continue her career in the industry, and in 2019 joined the Confluence Financial Partners family.

Outside of the office, Jessica enjoys spending time with her husband Alex and her two basset hounds Nellie and Phyllis.  She enjoys going on hikes, snowboarding in the winter, and traveling to explore new places.  Jessica is passionate about living a healthy and positive lifestyle. She fulfills this by doing yoga, cooking home cooked meals with fresh ingredients from her garden.  Jessica also loves to bake and provide her family sweet treats.

Meet Jessica's Team

Loren Paul Fiffik, CFP®

Wealth Manager

Nathan R. Garcia

Wealth Manager