Jesi Szabo

Jesi has worked across wealth planning, insurance, financial services, and client strategy since 2001. Her experience includes supporting a large network of financial advisors with wealth planning and practice management, as well as developing and implementing insurance strategies designed to address protection needs, risk management, and long-term financial goals. This experience has given her a deep understanding of how insurance can complement a client’s broader wealth plan. At Mission Wealth, Jesi applies that perspective to help identify risks and develop thoughtful insurance solutions as part of a holistic wealth management strategy.

Jesi is currently pursuing the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services. She is licensed in Life, Health, Property, and Casualty insurance and has extensive experience applying insurance strategies within comprehensive wealth planning.

Outside of work, Jesi enjoys Pilates, wellness, and spending time with her husband and extended family. She also enjoys teaching Pilates and staying active. Originally from a small farming community in Oregon, Jesi maintains close ties to both Oregon and Chicago, where her husband is from. Colorado also holds a special place for them—they were married in Breckenridge and enjoy spending summers in the mountains hiking, rafting, and horseback riding.

Giving back is an important part of Jesi’s life. She has volunteered with Child Crisis Arizona, including supporting its Emergency Shelter, as well as with St. Mary’s Food Bank, her nieces’ and nephews’ school, and local animal rescue organizations. A longtime animal lover, Jesi is especially passionate about supporting organizations that provide care and compassion to children, families, and animals in need.