Meet Jessica Kote
Client Support Specialist, Cornerstone Planning Group

Jessica Kote recently joined the Cornerstone Planning Group team at the beginning of 2024 as a Client Support Specialist. She helps support our clients, serves as the office manager, and also supports the Alpha Team, Cornerstone’s servicing platform for their financial advisors and advisor affiliate teams.

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Jessica earned her bachelor’s degrees in business management with a finance concentration from Quinnipiac University in Connecticut.

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Out of the office, Jessica will be found in the presence of her friends and family. When she does have to get away, you will find her relaxing on the beach.