2020 AdvisorHub Industry in Transition Speaker: Jessica “Jes” McQueen

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Jessica “Jes” McQueen

Partner at PHM Capital Management, Financial Advisor, Wedbush Securities

Jessica “Jes” McQueen, Partner at PHM Capital Management, is a Financial Advisor in the Wedbush Securities Denver office. Jes was first inspired to work in the Finance Industry by her mother, who worked as an Operations Manager at Merrill Lynch. As she watched her mother advance in her career she became fascinated with the market. Jes knew from a young age that she had a true passion for helping people, and upon graduating high school she knew she wanted to follow in her mother’s footsteps. In 2005 she began her career in Finance at Merrill Lynch while raising her young daughter. Jes began as a Receptionist and quickly worked her way to becoming a Wire Operator. She joined Wedbush in 2011, and has since then moved from Client Service Associate to Operations Manager to eventually pursuing her career as a Financial Advisor. In 2015, Jes obtained her Series 7 and 66 licenses and in February of 2016 PHM Capital was formed.

Jes’ greatest strength has always been her compassion and empathy for others. She prides herself on her customer service skills and ability to resolve potentially difficult situations and uses a combination of forward thinking solutions and strong communication skills when interacting with clients. The PHM Capital Management team has repeatedly demonstrated their success in providing comprehensive financial and retirement planning through their unique ability to offer personalized solutions for each client. These solutions include an extensive discovery process toensure that each and every aspect of the client’s life is included in their customized financial plan. The PHM Capital Management team is unique, made up of one Baby Boomer, one Gen-Xer and one Millennial, which provides them with the ability to understand the distinctive needs of each generation.

Jes is a Colorado native, raised in the beautiful mountain town of Conifer. In 2003 she moved to the suburbs of Castle Rock, and almost 15 years later built her first house with her husband in the very same town. She and her husband are blessed with three wonderful children and enjoy all that Colorado has to offer. During the summer you can find the family jet-skiing, wakeboarding and boating, while in the winter they enjoy snowboarding and skiing. Jes and her husband also regularly play golf and softball and are members of a local bowling and pool league. In her spare time she enjoys reading and volunteering in her community.

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