Jessica Boghetich serves as a Director on the Financial Planning Team. She brings a passion for advising families about multigenerational wealth transfers, estate planning, charitable planning, tax planning, and insurance. Jessica also serves on RGT’s Financial Planning Policy Committee with leadership in the area of RGT University. Prior to joining RGT, she worked as a senior analyst at Tolleson Wealth Management.
D Magazine has recognized Jessica several times as one of the top wealth managers and best financial planners in Dallas. Actively involved in a variety of professional and charitable organizations, Jessica is a member of the Financial Planning Association, Junior League of Dallas, SMU Emerging Leaders mentor program and Children’s Medical Center. She has served as the Junior League finance chair, project chair and education direction and was selected to participate in the T. Boone Pickens Leadership Institute. In addition, she serves on the SMU Cox School of Business Alumni Board.
Jessica received both her Bachelor of Business Administration in Finance and Bachelor of Arts in Political Science from Southern Methodist University. She was recognized as the Most Outstanding Senior Woman in Business by the SMU Mother’s Club at graduation. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust Financial Advisor.