As Associate Director, Tax Services Jessica helps provide tax compliance and planning services to Family Office clients. She collaborates with clients’ trusted professionals to provide integrated wealth planning. As an Enrolled Agent with the IRS she is committed to remaining current on trends and legislative developments and proactively applying them.
Prior to joining Cresset, Jessica was a Client Service Advisor at Evanston Advisors serving the firm’s clients and supporting the business development team. Before that, Jessica worked as a Pricing Consultant for Allstate. In this position, she managed pricing projects for both personal and commercial lines of insurance, performing highly complex actuarial functions used in determination of the indicated rate level need for a line of business.
Jessica has a bachelor’s degree in finance and an MBA with a concentration in quantitative analysis from Roosevelt University.