Our Team

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Jessica Wigen

With over 10 years of customer service experience, Jessica brings a calm, client-centered approach to every interaction. She’s passionate about building strong relationships and making sure clients feel supported, understood, and taken care of. Whether helping with day-to-day account needs or navigating more complex requests, she works closely with advisors to ensure a smooth and personalized experience. Her background in both service and finance helps her anticipate client needs and deliver thoughtful, reliable support.

Client Experience Manager

Education

B.S. in Psychology and Biology, University of Wisconsin-Stevens Point

A.S. University of Wisconsin-Baraboo Sauk County

Outside the office

Outside of work, Jessica enjoys spending quality time with her family and exploring the outdoors. She’s passionate about volunteering in her daughter’s sports and school events, giving back to the community in any way she can. Being outside and connecting with loved ones is her favorite way to recharge and find balance.

Blogs

Blog

How to Evaluate a Business Tax Advisor in Wisconsin

Choosing a business tax advisor involves more than tax preparation. Learn what Wisconsin business owners may consider when evaluating tax planning, accounting support, and advisory services.

Best Business Tax Advisor in Wisconsin: How Business Owners Evaluate Tax Planning Support

Choosing a business tax advisor involves more than preparing tax returns. Learn what Wisconsin business owners may consider when evaluating tax planning, accounting support, and advisory relationships.

How to Choose a Tax Strategist in Wisconsin: What Business Owners Should Consider

Business owners often look for ways to better understand tax considerations before making financial decisions. Learn what to consider when evaluating tax strategy support in Wisconsin, including planning, communication, and business experience.

How to Evaluate a Tax and Wealth Advisor in Madison

Choosing a tax and wealth advisor involves evaluating more than investment services alone. Learn what individuals and families may consider when looking for coordinated tax planning and wealth management support.