Meet The Team

 

Jessica Mosman                                           

Financial Services Professional

President & CEO

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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 and has continuously been named one of the top advisors in Central Texas. Under Jessica's leadership, Financial Integrated Solutions was named as the 2020 and 2021 Best of the Best Retirement Firm in the Greater Austin Area by the Austin American Statesman. In 2021, we were also named the number one Investment firm by the Best of the Best. Jessica focuses on financial planning for small to medium sized businesses with certifications to include retirement planning for businesses, employee benefits, and exit strategy planning. She is currently a member of the Round Rock Chamber, Pflugerville Chamber, Round Rock Rotary Club, Million Dollar Round Table, and Central Texas Subcontractors Association. She's proud to support the efforts of several local nonprofits including Backpack Friends and Kyle's Challenge. She's happily married with two wonderful daughters. 

*Agent, New York Life Insurance Company, offering products and services in the state of Texas.

*Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, offering products and services in the state of Texas.

 

Jennifer Harter                                              

Director of Client Services

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Jen joined the FIS team in 2018. She manages applications in process, client service requests, and all of our marketing and social media.

She's happily married with three awesome kids. Jen 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. 

 

Tracy Drollette                                              

Business Development Manager

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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!

 

Bill Anderlohr                                       

Financial Services Professional

Director of Long Term Care

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Bill Anderlohr is a native Texan, born and raised in Corpus Christi.  He attended the University of Texas at Austin with a degree in Finance. He is the founder of Financial Integrated Solutions, LLC. Bill lives in Round Rock, Texas and is happily married with two sons.  He finds time to participate in charitable organizations benefiting children of Central Texas.  He also participates in several special committees within local Chambers of Commerce.  He is a member of the National Association of Insurance and Financial Advisors and has his CLTC designation.  

*Agent, New York Life Insurance Company, offering products and services in the state of Texas.

*Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, offering products and services in the state of Texas.