A senior manager in our tax services department, Jessica brings more than 15 years of experience. She focuses on income tax, estate and succession planning needs of business owners, high-net-worth individuals and their families, and works closely with clients to understand their primary objectives and develop tax planning and savings strategies that accomplish and maximize these goals.

Within the firm’s core tax practice, Jessica specializes in areas of trusts and estates, individuals and nonprofits. Part of her primary responsibilities includes working closely with staff in ensuring that they are learning and receiving the opportunities necessary to succeed.

Jessica joined BMF in 2010 after working for a large financial institution in Cleveland in the area of Fiduciary Tax Services.

Specializations

• Estate and Trust Taxation
• Individual Taxation and Wealth Preservation
• Gift and Estate Planning
• Nonprofit
• Family Office Services

Education

• Bachelor of Science in Accounting, The University of Akron
• Master of Tax, The University of Akron

Certifications

• Certified Public Accountant (CPA)

Professional and Civic Memberships and Activities

• American Institute of Certified Public Accountants r
• Ohio Society of Certified Public Accountants
• Estate Planning Council of Cleveland
• Torchbearers, Class of 2014 graduate, past treasurer 2016-2017
• Akron Tax Club

CliftonStrengths

• Harmony
• Adaptability
• Input
• Consistency
• Maximizer