Since she joined The Arnold & Tai Group in 2017, Jessica Tai has worked diligently to create genuine relationships with her clients, while working toward achieving their unique goals. As a Financial Advisor since 2014, she has been through various market environments, and she is able to work with her clients to keep all parties focused on their objectives for the future.
Jessica is proud of working with a multigenerational team that’s not only been around for nearly 40 years, but also truly values diversity and unique perspectives. The team believes this allows them to better serve their clients. The Arnold Tai Group works with their clients through all stages of life, which includes everything from preparation for marriage and saving for the purchase of a first home, to education and retirement planning.
Jessica’s investment philosophy first focuses on risk and is always based on the client’s goals and objectives, and she utilizes in-depth research for planning in a macroeconomic environment. She and the team will also work with your other advisors on your behalf in order to better anticipate needs for your future life stages.
A graduate of the University of Colorado – Boulder, Jessica holds a bachelor’s degree in business, emphasizing on finance and minoring in Chinese. Additionally, she is a Chartered Financial Analyst. She is also a member of the Colorado CFA Society.
In 2020, Jessica was honored to be among the list of Five Star Wealth Advisors* in Colorado.
As a Colorado native, Jessica enjoys being active in the Denver community. She also likes hiking, biking, snowboarding, sports, being outdoors, traveling, and spending time with her husband Deron and their dogs, Zoey and Finley.
*This award was issued on 10/01/2020 by Five Star Professional (FSP) for the time period 01/20/2020 through 08/14/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,172 Denver-area wealth managers were considered for the award; 213 (10% of candidates) were named 2020 Five Star Wealth Managers.