Jessica L. Cooley
Jessica Cooley works closely with families, individuals, and business owners, and has been doing so for over 20 years. Specializing in the areas of succession and tax planning, spanning estate and gift tax consulting, trust administration and planning, and business solutions, Jessica works with clients to maximize the efficiency of multi-generational wealth transfers, business exits, and asset protection. Besides a CPA, Jessica is also a Certified Financial Planner, supplementing her tax expertise by also assisting clients in financial planning/resource deployment and preservation.