Jessica Walgenbach is a Financial Advisor at Treaty Oak Advisors with over 11 years of industry experience. Jessica is originally from the El Paso area and graduated from New Mexico State University, after which she moved to the Central Texas area in 2013 where she began to pursue her passion of helping clients navigate life’s financial challenges. Jessica is FFM Certified and SHOP Certified and her dedication to guiding individuals and families in making informed financial decisions stems from her personal experiences. Growing up with limited financial resources and witnessing her single mother struggle to find trusted financial advice after her father's passing deeply motivated her to pursue a career where she could make a difference in other’s lives through education and guidance.
Jessica cherishes building relationships with clients; celebrating their milestones, and helping them pursue their financial goals. She works to craft tailored strategies to overcome financial challenges through education, actionable planning, and implementation. Jessica’s financial planning philosophy centers on empowerment and action while emphasizing a holistic approach that prioritizes portfolio resilience, education, and strategic decision-making. She believes financial plans must remain fluid and adaptable to life's changing circumstances and market conditions while not losing site of the bigger picture.
Outside of work, Jessica enjoys spending time with her best friend and husband, Matt; they met in their hometown of El Paso in 2011 and share their home with their three dogs: Mordecai, Holden, and Jelly. Jessica advocates for raising scholarship funds for high school seniors and promoting continued education in underserved communities. She also champions street dog rescue and animal welfare aiming to support families facing financial hardship and enabling them to keep their pets during the challenging time. In her free time, she enjoys being outside with their dogs, gardening, watching live music, and playing piano.