Retail meeting
 

Resource Team


 Effective tax planning can enhance returns as well as protect the value of your assets for future generations. The Busey Wealth Management Solutions Team helps our clients explore tax, legal and financial planning options available and most appropriate for their unique financial situation.
 
Kathleen Moore smiling
Kathleen Moore, CFP®
Senior Vice President
Tax & Financial Planning Advisor

 
 

 
 
Carrie Jassman smiling
Carrie Jassman, CPA
Assistant Vice President & Tax Specialist
Dries Durnez smiling
Dries Durnez
Financial Planning Specialist
Cassie Proulx smiling
Cassie Proulx, CPA
Tax Specialist
Spencer Fields smiling
Spencer Fields, CFP®
Financial Planning & Tax Specialist