Jessica Mellberg is the co-founder and president of Ocotillo Wealth Management. She and her husband started the firm with the idea and dream of creating innovative and efficient plans for their clients. They also wanted to provide personalized experiences that embody deep care for each individual behind the money.

Held to a fiduciary standard, organized, and efficient – that is who Jessica is and how she creates her plans. With attention to detail and the ability to effectively communicate, she helps her clients understand the why behind their retirement plans. “I love hearing about who my clients are and challenging myself and my team to come up with a unique-to-each-client approach that reflects their retirement vision.”

Jessica is an Arizona native, a graduate of Arizona State University, and an independent registered investment adviser and licensed life and health professional. Her deep faith in God set the foundation of who she is and all that she does. She has been married to her husband and teammate for 20 years, and they have three beautiful children. Outside the office, Jessica enjoys routine and daily disciplines, like reading/journaling, working out, and a morning latte, of course! She loves to adventure travel with her family, watch her kids’ sporting events, and run the trails on her favorite Arizona mountains in the early morning hours.