About
Jessica is a Vice President and Senior Trust Officer for Washington Trust Bank’s Wealth Management & Advisory Services in Spokane. Her responsibilities include consulting with clients on their individual, trust, and estate needs as well as on their current tax and financial planning strategies.
Jessica partners closely with clients and their existing legal and tax advisors to provide comprehensive estate and financial planning advice in conjunction with investment management strategies. She also advises trust beneficiaries in budgeting and planning for financial needs and goals in accordance with their individual circumstances.
Prior to joining Washington Trust, Jessica worked as an estate tax attorney for thirteen years, licensed in Washington and Idaho. In that practice, she assisted high-net-worth clients with establishing wills, trusts, and estate planning. She also assisted clients with probate and trust administration and provided advice related to estate tax planning and income compliance for trusts and estates.
Advisory Expertise
- Trust and Estate Administration
- Relationship Management
Professional Affiliations
- WSBA Real Property, Probate, & Trust Section
- Spokane County Bar Association
- Spokane Estate Planning Council
- Martindale-Hubbell, Peer Rated AV Preeminent
Education
- LL.M. Taxation, University of Florida – Fredric G. Levin College of Law
- JD, Gonzaga University School of Law
- BA, Florida Atlantic University
