Advisor Profile

Jessica is a dedicated wealth management professional with a passion for helping clients make informed financial decisions. As a Director of Wealth Management at Choreo, she specializes in estate planning, financial planning, insurance planning, asset protection, retirement planning and tax strategies. With a CPA designation and years of experience in the industry, Jessica provides tailored financial solutions to help clients build and preserve their wealth.

In her role, Jessica manages client portfolios, develops and implements comprehensive financial plans, and works closely with clients to understand their goals and aspirations. She takes pride in offering strategic guidance that empowers individuals and families to achieve long-term security.

Prior to joining Choreo, Jessica was a Wealth Management Associate Advisor at RSM US Wealth Management, where she gained valuable experience.

When she's not working with clients, Jessica enjoys spending time with her husband and three busy boys. She loves to bake, cook and unwind with a good book.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• Certified Public Accountant 

EDUCATION

• Master of Accounting Science, Northern Illinois University
• B.S., Northern Illinois University