Jessica Osborne

Administrative Assistant

Education & Professional Designations

Education:

Attended Northern Kentucky University with a focus on Business Administration studies.
Graduated from Douglas J. Aveda Institute in Chicago, Illinois.

Memberships & Community Involvement

About Jessica

With more than 30 years of customer service experience, I am passionate about building meaningful relationships and delivering exceptional client experiences. In my role at W3, I am dedicated to providing outstanding service while supporting our team in every way possible. I take pride in fostering a welcoming, positive, and well-organized office environment where both clients and colleagues feel valued.

My diverse professional background includes more than a decade in the financial services industry, as well as successfully owning and operating my own makeup artistry business. As a retired military spouse, I have had the opportunity to live in several parts of the country, gaining valuable perspectives and adaptability along the way. Now, as a proud Northern Kentucky native, I am excited to be back home and beginning this rewarding new chapter.

Hobbies and Personal Interests

I’d like to introduce my best friend, Finn. He is a goldendoodle who loves to snuggle, take naps, go on trips with his mom and dad, and look out the window to see what’s going on in his neighborhood.

Meet More of Our Team

ort Mitchell Kentucky Certified Financial Planner

Bill Arthur, AIF®, CRPS®

Principal

Aidan Baron

Financial Advisor

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Client Concierge

Steve Catalano 

Managing Partner

Yangchen Chaktra

Administrative Assistant

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Diane Goldschmidt

Senior Client Service Associate

Blake Grisvard

Junior Financial Paraplanner

Garrett Heller

Junior Financial Paraplanner

Financial Planner Fort Mitchell Kentucky

Austin Hussey

Financial Advisor

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Fort Mitchell Kentucky Certified Financial Planner

Mark Miller, CFP®, CDFA®

Principal

Suzanne Pierson

Senior Client Service Associate

Aubrea Ryan

Senior Client Service Associate

Bill Schiffman, CPA, PFS

Principal

Stephanie Seese

Senior Client Service Coordinator

Financial Advisor Ashburn Virginia

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey Moss, CFP®

Financial Advisor

Amy Vaccaro 

Senior Registered Client Service Administrator