Jessica is a CPA with a special ability to connect with youth and teach complex financial concepts in a way that is simple, interactive, and fun.
Born and raised in Seattle, Jessica graduated cum laude with her Bachelor of Arts and Masters in Professional Accounting from the University of Washington (UW). In 2003, she was the sole UW student presented with the Wall Street Journal Student Achievement Award as "Best in Class" for her academic achievement, attitude, and individual potential.
During her time at the University of Washington, Jessica was voted president of Beta Alpha Psi (the largest business school organization), was the sole student member of the UW's Accounting Development Board, and represented her class as the student commencement speaker for the School of Business.
Upon graduation, Jessica was hired by the global accounting firm, Ernst & Young. She was selected as one of four first year accountants throughout the nation to participate in the National Assurance Professional Practice at the headquarters in New York City. During her rotation, she represented Ernst & Young at the Financial Accounting Standards Board (FASB).
In 2006, Jessica was hired by a high net worth family business where she managed estate planning and family financial education for five years. Discovering a love for this particular kind of work, Jessica began consulting with affluent families, providing children with a comprehensive financial education in an upbeat, practical, and lasting manner.
Jessica’s long time passion is working with youth. She has considerable experience volunteering as a camp counselor and spent her college summers working as a nanny. Her experience allows for a broad perspective to teach to numerous family styles and backgrounds.
Jessica is a member of the American Institute of CPA’s (AICPA) and Washington Society of CPA’s (WSCPA). She currently serves as a Trustee for the Washington CPA Foundation and on the scholarship selection committee for the WSCPA. In her free time, she volunteers as a financial coach helping struggling families develop personal budgets. Jessica and her husband, Phil, reside in Magnolia, WA. Her hobbies include jewelry design, golf, and travel.
T 206.245.3302 E