Jo started with Prairie Trust in 2020 as our Fiduciary Tax Administrator. She is responsible for managing the fiduciary tax return preparation and filing process to ensure the prompt and accurate delivery of all tax-related obligations required of the division. In addition, she oversees all facets of the division’s tax compliance program, including fiduciary, estate, gift and personal income tax.
Jo has over 25 years of tax and accounting experience, most recently serving as tax and accounting manager for Elite Sports Clubs prior to joining Prairie Trust. Before that, Jo was a senior tax manager at Sikich LLP.
Jo earned her masters of science taxation degree from the University of Wisconsin – Milwaukee and her bachelors of business administration degree in accounting from the University of Wisconsin – Oshkosh. In addition, she is a Certified Public Accountant (CPA) and is active in the community volunteering at Swallow School in Hartland and Christ Evangelical Lutheran Church in Pewaukee.