Jessica McQueen

Vice President, Investments

Partner, PHM Capital Management

Biography

Jessica “Jes” McQueen, Partner at PHM Capital Management, Vice President, Investments & Comprehensive Wealth Advisor at Wedbush, Securities, Denver office. Jes was virtually born into the financial services industry and inspired by her mother, who has worked in operations at Merrill Lynch since Jes was born. As she watched her mother advance in her career, she became fascinated with the markets. Jes knew from a young age that she had a passion for helping people, and upon graduating high school, she began her career at Merrill Lynch. Starting as a receptionist, Jes was quickly promoted to wire room operator, where she got experience working directly with the traders on the NYSE floor. Jes joined Wedbush in 2011 as a Client Service Associate. Again, Jes was quickly promoted several times. Her roles at Wedbush include CSA, Operations Manager, Registered CSA, eventually pursuing her career as a Financial Advisor in 2015 after agreeing to partner with a few brokers she worked for. Jes obtained her Series 7 and 66 licenses, and in February of 2016, PHM Capital was formed.

Jes’ greatest strength has always been her compassion and empathy for others. She prides herself on her customer service skills and ability to resolve potentially tricky situations and uses a combination of forward-thinking solutions and strong communication skills when interacting with clients. The PHM Capital Management team has repeatedly demonstrated its success in providing comprehensive financial and retirement planning through its unique ability to offer personalized solutions for each client. These solutions include an extensive discovery process to ensure that every aspect of the client’s life is included in their customized financial plan. The PHM Capital Management team is unique, made up of one Baby Boomer, one Gen-Xer, and one Millennial, which provides them with the ability to understand the distinctive needs of each generation.

Jes is a Colorado native, raised in the beautiful mountain town of Conifer. In 2003 she moved to the suburbs of Castle Rock. She and her husband are blessed with three beautiful children and enjoy all that Colorado life has to offer. During the summer, you can find the family on the water wake surfing, jet-skiing, wakeboarding, and boating. At the same time, in the winter, they enjoy snowboarding and skiing. Jes and her husband also regularly play golf and softball and are members of a local bowling and pool league. In her spare time, she enjoys reading and volunteering in her community.

SPECIALIZATIONS

  • Business Succession Planning
  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stocks and Bonds
  • Tax Strategies
  • Wealth Management

Credentials

  • Holds her Series 7 and 66 licenses

Mission Statement

We take a collaborative multi-generational team-based approach to give our clients a unique dynamic with financial planning at the forefront of our process. Clients enjoy having multiple generations of opinions to rely on and get the entire family involved with building a financial legacy. Additionally, our tried and true strategy has encouraged other Financial professionals to consult us on how teaming up with a young woman can give you both a successful path to your future retirement while providing the balance of analytical and empathetic approach to your current practice.

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