Jessica Ortiz-Cortes

Jessica works with small to medium-sized privately held companies in the manufacturing, construction, and homebuilding sectors, as well as governmental entities and nonprofit organizations. She excels in the specialized field of employee benefit plan audits*, including defined benefit and contribution plans such as 401(k) and 403(b). Her standout quality is a deep-seated commitment to outstanding client service, marked by her ability to deliver services and proactively address client needs seamlessly. Jessica’s adherence to compliance and standards, coupled with her grasp of financial best practices, positions her clients for regulatory success and strategic advancement. Her clients value her dedication and trust her to provide transparent financial guidance that supports their goals and objectives.