CHIEF OPERATIONS OFFICER & LPL FINANCIAL ADVISOR
Jessica Powell is a Financial Advisor at AQuest Wealth & Tax Strategies, where she works closely with clients to build personalized financial strategies with a strong emphasis on proactive tax planning. She is passionate about helping clients not only grow their wealth, but also keep more of it through thoughtful, tax-efficient decision-making.
With a career that began in 2017, Jessica brings a unique blend of advisory experience and operational expertise to her role. Having previously served in a senior paraplanning and leadership position, she understands the planning process from every angle—allowing her to deliver not only thoughtful recommendations, but also a smooth and efficient client experience.
Jessica holds a Bachelor of Science in Accounting and Finance from Oakland University and is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Tax Planning Certified Professional®. She specializes in integrating tax strategies into comprehensive financial plans and is committed to ongoing education in advanced planning techniques to better serve her clients.
Her interest in financial planning started during college while working alongside a financial advisor, where she discovered her passion for helping others navigate important financial decisions.
Outside the office, Jessica enjoys baking, working out, golfing, crafting, and spending time with her husband, Zach, and their English bulldog, Daisy. You would always find a freshly made loaf of sourdough bread in her kitchen! She loves to travel—especially to Hawaii—and locally enjoys a good caramel macchiato or a Firecracker Wrap at Chomp.
Phone: 586-731-6020
Fax: 586-731-6160
Email: jessica.powell@aquestwealth.com
