Expertise

Personal trust administration

Experience

Jessica joined Midwest Trust in 2024 after spending over 20 years navigating the complexities of high-net-worth individual clients in the Kansas City area. Her experience includes five years of Big Four public accounting, three years at a regional wealth advisory firm and thirteen years at a private trust company specializing in taxation. During this time, Jessica provided tax preparation services for high-net-worth individuals, trusts, private foundations and closely held businesses.

Education

BS in Business Administration and Accounting, University of Kansas

MAIS, Masters of Accounting and Information Systems, University of Kansas

Professional / Civic Affiliations

American Institute of Certified Public Accountants, Member

Kansas Board of Accountancy, Member

Missouri Board of Accountancy, Member