Jessica joined our team as an intern in 2021 following a nine-year career in public and non-profit accounting. She wanted to use her love of numbers to help individuals with their money decisions from budgeting to taxes to retirement, so they can make informed decisions that support their personal goals. A graduate of Loyola University Chicago’s Master of Science in Accounting program and a Certified Public Accountant, she brings deep knowledge of taxes and business accounting to our team.

Her passion for finances and helping others inspired her to not only shift her career but also explore how she can support families and individuals who have unique situations such as mental health concerns, neurodiversity, or disability. Jessica notes that these needs are often not well understood. She is committed to providing a compassionate and safe space for clients to come as they are. She is a member of the Academy of Special Needs Planners, an association of attorneys, accountants, and financial planners committed to supporting special needs families.

Currently residing in the Chicago area with her husband, and guinea pigs Sonic and Knuckles, Jessica can be found exploring new places and playing the piano in her downtime. Her natural curiosity means she enjoys researching various topics ranging from finances to faith.

Firm Description

With over 30 years of experience in financial planning, we have extensive knowledge in managing debt, investing, taxes, insurance, estate planning, and retirement transitions. 

We use financial therapy to address your beliefs around money that may be driving your decisions, underlying your anxiety, fueling procrastination, and creating tension in your relationships. Our team includes financial planners, a financial therapist, a CPA, a sense of humor, and a passion for helping people feel comfortable and confident in their money decisions.

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