Jessica will be involved in all aspects of the design and delivery of our wealth planning services for private clients. She brings a unique perspective to family conversations, having practiced trust, estate, and charitable planning law at a large, Minneapolis-based law firm for nearly a decade. Jessica is an advisor skilled in both family financial education and navigating complex planning opportunities. Above all, Jessica enjoys helping clients identify goals and feel organized and confident about their plan.
Jessica remarked, “I am looking forward to joining the Punch team with its long history of advice and service to families of significant wealth. Punch’s long-standing, personal relationships with their clients and unique culture make this opportunity an ideal fit for me. I am particularly enthusiastic about working closely with Punch’s clients and deepening the already significant relationships that have been in place for years.”
Please click here to read more about Jessica and view her full biography.
Andy Matysik, Managing Partner, commented, “Jessica will be our firm’s fourth partner. Howard Punch, John Carraux, and I, as well as the firm at large, are all thrilled to add Jessica to the organization not only as a leader in our Wealth Strategies Group but also as a key contributor to the overall firm. Her deep expertise will enhance our clients’ ability to see and understand their holistic financial picture and make better decisions about wealth and estate planning, philanthropy, investment strategies, and many other areas of clients’ financial lives. Our belief is that education of family members and family financial counseling are critical components of multi-generational advising, and Jessica is uniquely gifted in these areas. She will be a welcome addition for our clients.”
Since 2002, Punch & Associates advisors have had an “undistracted” environment in which they can research and invest in businesses and counsel a select number of families and institutions. Our group has a 34 year history of providing value-added advice. Punch is a privately-held, SEC-registered investment company and is an integrated wealth and investment management firm. We enjoy direct and personal relationships with each of our clients.