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.

Senior Vice President, Tax & Financial Planning Specialist Team Lead

Vice President & Tax Specialist

Vice President, Financial Planning Specialist

Assistant Vice President, Tax Specialist

Kathleen Moore, CFP®
Senior Vice President, Tax & Financial Planning Specialist Team Lead | 217.351.2837

Kathleen has been in the financial services industry for more than 30 years. She focuses her time and efforts in the Tax and Financial Planning areas of Busey Wealth Management. Kathleen, a CERTIFIED FINANCIAL PLANNER™practitioner, is a member of the Eastern Illinois Estate Planning Council. Kathleen received her degree from the University of Illinois at Urbana-Champaign in Accountancy.

Email:
Kathleen.Moore@busey.com

Address:
201 W. Main Street
Urbana IL 61801

Kathleen Moore signature

Carrie Jassman, CPA
Vice President & Tax Specialist | 217.365.4523

Carrie is a Certified Public Accountant with over 15 years of tax experience. She is responsible for coordinating various aspects of tax reporting, including the preparation of trust, individual, and charitable tax returns, and collaborates with Wealth Advisors on tax processes. Originally from Washington, Illinois, Carrie received her Bachelor's Degree in Accounting from Illinois Wesleyan University and currently lives with her husband and two daughters in Mahomet.

Email:
Carrie.Jassman@busey.com

Address:
201 W. Main St.
Urbana IL 61801

Carrie Jassman signature

Dries Durnez
ice President, Financial Planning Specialist 217.351.6604

Cassie Proulx, CPA
Assistant Vice President, Tax Specialist | 217.351.2825

Cassie has been in the financial industry for over five years. Within her role, Cassie collaborates closely with wealth advisors to meet clients' tax needs. She is responsible for conducting tax research and various aspects of tax reporting including the preparation of trust, personal and charitable tax returns for clients.

Cassie has been in the community since 2013, where she lives with her husband, Jeff. She moved to the states, from China, to attend the University of Illinois where she attained her Bachelor of Accounting, followed by her Master of Science in Accountancy.

Email:
Cassie.Proulx@Busey.com

Cassie Proulx signature