Meet The Team

 

Jessica Mosman                                           

Financial Services Professional

President & CEO

Jessica Mosman was born and raised in West Texas.  She attended Texas Tech at Angelo State University with a double major in Communications and Marketing.  She jumped into the financial profession in 2014. Jessica focuses on creating customized financial solutions for individuals, families, and business owners. Community involvement and leadership are extremely important to her. She is a graduate of Leadership Round Rock, serves as a board member of the Round Rock Chamber and Backpack Friends. She is the current President Elect of the Round Rock Rotary Club, Commissioner of the Round Rock Charter Commission, and sits as Commissioner on the Round Rock Type B Economic Development Commission. Jessica is also a member of Women in Insurance & Financial Services and Million Dollar Round Table. She's proud to support the efforts of several local nonprofits, especially Backpack Friends and Kyle's Challenge. She's happily married with two wonderful daughters. 

Joseph Jeffers, CFP®

Advisor, Certified Financial Planning Professional

Joe grew up in a small town in Central Florida where he learned the value of hard work from his father and grandfather who started a very successful towing and auto mechanic shop. He earned his Bachelor's Degree in Engineering and Computer Science before joining the Army as an officer stationed at Fort Hood in 2011. He transitioned into the Army Reserve in 2016 when he moved to Round Rock and began his career in Financial Planning. Joe is still actively serving as a Reservist in the Signal Corps, working with the Army's communication systems. While on Active Duty he also obtained an MBA from Colorado State University for personnel and business management. He qualified for the Certified Financial Planner® designation in 2024. Joe married his lovely wife Laura in 2015. She is a native of Round Rock, which is why they are permanently located here today. They have two sons, the first born in 2019 and the second born in 2021. Joe is an avid sports fan. He enjoys watching and attending all kinds of sporting events. His biggest passion is soccer, where he is an accomplished referee.                                       

Jennifer Harter                                              

Director of Client Services

Jenn joined the Financial Integrated Solutions (FIS) team in 2018. She manages applications in process, incoming rollovers/transfers, client service requests, and all of our marketing and social media.

She's happily married with three awesome kids. Jenn is a native Austinite and a proud alumnus of the University of Texas at Austin. She loves to travel and explore new places with her friends and family. Jenn is passionate about giving back to the community and is involved in multiple charitable organizations.

 

 

Tracy Drollette                                              

Operations Coordinator

Tracy joined FIS in July of 2021. She handles office scheduling, client file management, new accounts, and reporting. 

She was born in Utah but moved to Texas as fast as she could. She loves spending time with her family and going to the movies. She also loves sewing and finding new crafting hobbies. She adores fall and the Halloween season!