MEMBER SPOTLIGHT

Meet Jessica Kartzinel

I work in concert with my clients to design financial strategies targeted to their goals and to demystify the investment process. Through highly personalized service, I learn what my clients want for their lives and employ a rigorous process to find the investment vehicles that align with their specific needs. Working primarily with families, small-business owners and
individuals, I use my experience to guide my clients in strategies for estate planning, retirement and college savings, and I can provide knowledgeable advice for lending services and philanthropic initiatives.

Tell us about you

I live in Henderson, Nevada, with my husband, David, and children, Sarah and Adam. David is an OB/GYN. Sarah is currently working toward an M.B.A. at Chapman University, and Adam starts college in the fall at Concordia University Irvine, where he will play on the men’s tennis team. Tennis is a big part of my family’s life, and we are involved with a foundation that helps support tennis scholarships that teach children about hard work, perseverance, sportsmanship and other life skills through tennis. In my free time, I enjoy traveling, cooking, reading, working out, practicing yoga and watching my son play tennis. I am active in many nonprofit organizations, including Clark County Medical Society Alliance, where I have served on the Board of Directors in many roles including President.

Tell us about your business

I am so proud to have earned the following accolades related to being a female financial advisor and mother: Forbes Best-in-State Wealth Advisor 2018, 2019, 2020, 2021, 2022 Working Mother Top Wealth Advisor Moms 2017, 2018, 2019, 2020, 2021 Forbes Top Women Wealth Advisor 2020, 2021, 2022

Company Website

http://advisors.ubs.com/jessica.kartzinel

Social Media Links

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LinkedIn: https://www.linkedin.com/in/jessica-lynne-kartzinel-4519a5138

What’s your favorite thing to do in Las Vegas?

I am a foodie so I love trying all of the restaurants. I grew up in Las Vegas, so watching the city grow and expand has been so rewarding. I enjoy the shows at the Smith Center and seeing artists in residence on the Strip.

How has NAWBO helped you grow your business?

I am a new member so I look forward to the opportunity!

What are the best tips you’ve learned as a NAWBO member you’d like to share to inspire/help other women business owners in Southern Nevada? (Inspiring Tomorrow’s Leaders)

I am looking forward to inspiration!