May 23, 2024, Webinar Speaker Bios
Jennifer Ridley Hanson, CFP®, CDFA® is the Director of Wealth Planning, a Senior Wealth Advisor, and a Partner at SlateStone Wealth. Jennifer oversees SlateStone’s wealth planning platform and process while leading the advisory team. She also serves as the lead relationship manager for a select group of families and institutions. In addition to her focus on Wealth Planning, Jennifer is a member of the Investment Policy Committee where she shares valuable insights gained from her 25 years of experience as a financial advisor and certified financial planner. As a Certified Divorce Financial Analyst practitioner®, Jennifer becomes part of a client’s divorce team to provide support on financial issues, including detailed analyses of how a proposed financial settlement will impact the client’s financial future.
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Jessica Schwantes, CPA is a shareholder at Vrakas CPAs + Advisors. She has over 20 years of experience in public accounting, serving closely held businesses, individuals, and trusts in order to optimize their tax situation and achieve their financial goals. Jessica began her accounting career at a large regional firm where she was promoted to partner leading their Madison office and tax department. At Vrakas, Jessica specializes in tax consulting, compliance and business advisory services for closely-held businesses. She has significant expertise with financial institutions, manufacturers, distributors, and real estate.
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