MPAS®, CFP®, EA, CSRP®, MS
Financial Advisor / Member Owner
“Our task must be to free ourselves by widening our circle of compassion to embrace all living creatures and the whole of nature and its beauty.” – Albert Einstein
Jessica has been involved in the financial services industry since 2000. She specializes in tax planning, Roth conversion planning, and detailed cash flow planning.
Jessica earned a bachelor of science degree in economics with an emphasis in finance and graduated cum laude from Rockford University. She earned a master of science degree in personal financial planning and received the Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning. Jessica is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Specialist in Retirement PlanningSM (CSRP®). She is an Enrolled Agent (EA), licensed by the Department of Treasury to practice before the Internal Revenue Service.
Outside of work, Jessica enjoys fostering kittens and walking adoptable dogs through Noah’s Ark Animal Shelter. She and her husband volunteer with Noah’s Ark and Winnebago County Animal Shelter to help local residents trap feral cats in their community in order to get them spayed or neutered. They also enjoy attending live music concerts at venues across the country. Jessica spends time with her many pets, gardening, sewing, and cooking.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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