Role and Expertise:
Jo brings a wealth of experience and dedication to Vesta, specializing in estate planning, probate, and trust administration. Her meticulous attention to detail and commitment to confidentiality ensure clients receive exceptional service tailored to their unique needs.
Professional Background:
Hailing from West Bend, Wisconsin, Jo’s career path has been shaped by roles in law firms where she honed her skills in estate planning and probate/trust administration. Her expertise in providing timely and accurate work while building strong client relationships aligns perfectly with Vesta’s client-centric approach.
Jo holds a Bachelor of Science in Business Administration from Cardinal Stritch University and an Administrative Assistant Associate Degree from Moraine Park Technical College.
Key Accomplishments:
At Vesta, Jo excels in delivering precise and efficient service to our assurance clients. Her proactive nature and organizational skills ensure that client needs are not only met but exceeded.
Personal Interests:
Outside of her professional endeavors, Jo serves as the President for the ladies’ group at her church, demonstrating her commitment to community and faith-based activities.
