As a Wealth Advisor and Certified Public Accountant with a deep foundation in tax planning, Jessica is dedicated to helping clients clarify, prioritize, and achieve their financial objectives. She partners closely with individuals and families to develop customized investment, tax, and wealth planning strategies designed to align with both near-term and long-term goals. Her approach emphasizes thoughtful planning, clear communication, and solutions tailored to each client’s unique financial situation.
Prior to joining Pursuit Wealth Group, Jessica spent 15 years in public accounting, where she specialized in personal, small business, and estate and gift taxation. This extensive experience informs her holistic perspective and allows her to proactively identify opportunities, anticipate challenges, and integrate tax considerations into every stage of the financial planning process.
When away from the office, Jessica values time with her family and her favorite title, “Mom.” She enjoys cheering on her boys at sporting events with her husband, visiting their home away from home in Naples, Florida, camping in the North Woods, or simply finding time to relax and “take five” together in the backyard.
Industry Experience & Education
- Bachelor’s Degree Accounting from Illinois Wesleyan University
- Master’s Degree in Taxation from Depaul University
- Certified Public Accountant
- FINRA Series 7 and 66 securities registration
- Illinois Life, Accident, and Variable Insurance License
- Long-Term Care Certification