Jessica Lanning is the Practice Manager for the South Region. In this role, she oversees the Operations, Planning, and Sales Teams. She also coordinates the Management Meetings among the lead advisors in the office and facilitates action items resulting from those meetings. Jessica’s strength lies in her ability to create efficiencies and coordination among the advisors and the three teams that support them.
Prior to joining SageView, Jessica worked for two business units at Coulter and Justus in the areas of financial planning and internal bookkeeping.